Our Guiding Principles

At the Lunin-Pack Financial Group, we are passionate in our belief that good financial planning improves peoples lives.  We go to work each morning excited to help our clients live their best lives - whatever that means to them - and to share the power of great financial management with as many people as possible.

We also know that having a great financial plan in-and-of-itself is not the goal.  The goal is to live a life full of the many joys the world has to offer.  We gain great satisfaction in hearing about the accomplishments of our clients who use their resources to support amazing charities, raise accomplished children, take exciting vacations, and engage in a wide variety of hobbies that bring meaning and excitement to their lives.

As trusted advisors and fiduciaries, we always put the best interests of our clients ahead of our own.  If a conflict of interest in unavoidable, we believe it should be disclosed and discussed so that everyone is comfortable.

Lunin-Pack Financial Group is NOT the right fit for everyone.  But we do believe that everyone deserves a financial advisor that they can trust.