Broker Check
(208) 297-3531
info@lupufinancial.com
Client Login

Our Approach

Each client goes through our step-by-step process to help them to pursue Economic Independence. Within this process, we get to know our client’s story inside and out.
We help them identify the strengths, challenges, and opportunities they have in pursuing their financial goals.

The Process

  1. Where am I today? (understanding your current financial situation and concerns)
  2. Education (helping you to understand basic economics and sound money principles)
  3. Where do I want to be tomorrow? (identifying your goals and vision for the future)
  4. How do I get there? (devise a plan you can trust to reach those goals that matter most and to protect you and your family)
  5. Am I still on track? (review and make sure you stay on track and adjust when necessary)

Services

Full service retirement planning

Maximize your income so you don’t outlive your money.

Asset Management

Oversee your investments to help reduce unnecessary risk and volatility.

Income and cash flow maximization

Stop living paycheck to paycheck and start saving.

Tax saving strategies

It’s not just about what you make, it’s what you keep.

Insurance and Estate Planning

Tax-effective strategies to make sure your loved ones are protected.


401K plans for small business owners

Reduce the tax burden on your business while saving for retirement

Lupu Financial and its representatives do not provide tax or legal advice; please consult the appropriate professional regarding your specific situation.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lupu Financial Services, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through Lupu Financial Services, Inc. a Registered Investment Advisor in the State of Idaho. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products are offered through Frank Lupu, independent agent. All investing involves risk including loss of principal. Past performance does not guarantee future results. 

 

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Idaho or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

 

Lupu Financial Services, Inc. and Frank Lupu are not affiliated with or endorsed by the Social Security Administration or any government agency.

 

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Have a Question?

Thank you!
Oops!