Overseeing the financial affairs of individuals, families, and small business owners.

Financial Peace is not a “state of mind,” it is having a trusted plan that you can execute and stick with.

At Lupu Financial we take a top down approach to finance that builds on Austrian Economic view of the Economy and Nelson Nash’s Infinite Banking Concept that he greatly articulates in his book, Becoming Your Own Banker.

While we do not believe in a “one size fits all” approach. We do believe in certain tried and true principles that are the basis for what we do and what we recommend for our clients.