- Retirement Planning
Why choose this provider?
Lunaria Financial is a full-service financial management company serving the Beaverton metro. The firm's financial advisors address a wide array of financial planning and wealth management matters, including cash flow and budgeting, saving and investing, risk analysis, insurance management, education planning, and tax and estate planning. The team also handles real estate investments, charitable giving, and retirement planning. The company's founder, Luna Jaffe, is the author of the book "Wild Money: A Creative Journey to Financial Wisdom."