Personal Solutions

Luna Financial Group, LLC provides individuals with customized financial guidance and strategies that put folks in a better position to reach their desired outcomes. Some of our key services are detailed below.

Comprehensive Financial Planning

Through Eagle Strategies LLC, we provide personalized financial planning to our clients that is specific to several variables, including their income, risk tolerance, values, and family. We work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.

Risk Management

A well executed plan must take into consideration the perils and risk exposure that may have a drastic negative impact. Through thorough analysis we identify these risks and develop strategies for risk mitigation.

Wealth
Management

Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Estate Planning

There is estate planning to be done for estates of any size. It starts with getting your basic legal documents in place such as a will, power of attorney or healthcare proxy. For larger estates, a well executed estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs. We do not provide tax advice. Please consult with your own advisors for tax advice.

College Planning

Planning for the education of your children can be overwhelming. Our team of professionals is prepared to work with you to take into account factors such as tuition growth, risks involved, taxes, and more, to create a plan best suited to the needs of both you and your children.

We do not provide tax advice.

Retirement Plan Rollovers

When you’re leaving your job you have a decision to make regarding your retirement plan money. Working with your tax advisor, we can help you determine the right course of action for you. This may include leaving the funds in your existing plan (if permitted), rolling them into your new employer’s plan (if permitted) or rolling them into an IRA/Roth IRA of your own.

Neither Eagle Strategies LLC nor its affiliates offer tax advice.