Lumen Systems

Company Details:
920 Saratoga Ave., Ste. 207
San Jose, CA 95129

Phone: (408) 984-8134
Toll Free: 800-233-3461

Since 1982 Lumen Systems has grown to be a dominant provider of comprehensive financial planning software.  Lumen Systems has a depth of knowledge unchallenged by its rivals.  We are committed to delivering superior software and service to our customers.


Financial Planning Professional (FPP) is a powerful, comprehensive, and remarkably flexible desktop program covering all areas of planning, including Monte Carlo analysis, in a single package – there are no modules that must be purchased separately.  FPP analyses, based on current and sound financial principles, lend an unparalleled degree of accuracy and efficiency to the financial professional’s service.  FPP’s text, line graphs, bar graphs, pie charts, and analysis forms will motivate your client to implement recommendations.  FPP can support micro- or macro-planning, enabling the professional planner to get to the heart of the matter with the least investment in time. Our design philosophy is to identify the client’s funding needs, find the optimal investment mix, and develop cash and tax saving strategies.  Our software is time- efficient, easy to use, and flexible to handle. Reports can be tailored to suit your client’s style. 


We invite you to call Lumen Systems at 1 800 233-3461 to use the full software for no cost or obligation for 60 days before you decide.  Our Technical Support team is also here to offer immediate assistance, answering your questions, person-to-person, when you call 1 800 321-3028, Monday through Friday, 8:00 a.m. – 4:00 p.m., PST.

Financial Planning Professional (FPP)

Financial Planning Professional (FPP)

From Lumen Systems