Lucent Wealth Planning, LLC
We are interested to know you, your family and what is important to you. You can count on us to listen generously, answer your questions and then candidly discuss and brainstorm your best options.
We're interested in the big picture. Together, we collaboratively bring it clarity and focus before taking steps to bring it to life. As an independent fee-only fiduciary firm, we are well-structured for this attentive client focus
Lucent Wealth Planning was founded by Jean-Luc Bourdon who, as a CPA, is proud to abide by long-standing professional standards that have been unwavaringly serving clients and society.