In The Media

Invest In Yourself

Rob Luna discusses investment delegation pitfalls and the importance of empowering your future with on-going stock market education.

More Appearances

Time To Take Profits?

July 12, 2024

Rob Luna discusses his bullish stance on the technology sector and whether he’s looking to make some moves.

The Tech Takeover

June 19, 2024

Rob Luna, explains Nvidia’s investment upside, AI’s importance in customer service, and how cutting-edge innovations can drive growth in the tech sector.

Buying Fallen Angel Stocks

June 5, 2024

Rob Luna, discusses proven strategies to identify and invest in high-potential companies that are poised for a comeback.

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Electives

Elective options vary depending on which membership level a client has selected.

  • Credit Card Payoff Analysis
  • Student Loans Payoff Analysis
  • Home: Rent vs Buy
  • Mortgage Refinance Analysis/How to Pay Off Your Mortgage Sooner
  • Credit Card Score & Analysis
  • Social Security Benefits Review
  • Personal Budget Analysis
  • College Planning
  • Employer Retirement Plan (401k, 403b, etc.) Analysis
  • Specific Goal Planning (Home Purchase, Car Purchase, Wedding, etc.)
  • Purchase Analysis: Spend vs Borrow
  • Auto Lease vs Buy Review
  • Loved Ones Analysis
  • Account Beneficiary Review
  • Determine if a Living Trust/Will is Needed
  • Determine if POAs are Needed for Health/Financial matters
  • Determine if a Guardianship Clause is Needed