Lumen Systems, Inc. is a leader in comprehensive financial planning software and back-office financial planning solutions.

Our Financial Planning Professional desktop software program is a powerful, easy-to-use financial planning tool flexible enough to produce modular or comprehensive financial plans.

We deliver expert analyses of:

  • investments

  • net worth
  • income and expenditures
  • education and other goal funding
  • business valuation
  • retirement planning
  • life and disability insurance
  • tax planning
  • long range planning
  • estate planning

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