Stephen Luna - Spectrum Wealth Strategies

Stephen Luna - Spectrum Wealth Strategies Helping clients gain confidence and clarity in building and protecting wealth whether you're just getting started or getting ready to retire.

Preparing for the next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I am committed to building long-term relationships with my clients an

d helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them. Stephen Luna is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC www.SIPC.org. OSJ Office: 13455 Noel Road, FL 20, Dallas, TX 75240 972-246-1800. Disclosures: https://www.spectrumfg.com/licenses/

Explore tips that could help reduce taxable income or identify potential tax credits — then connect with me and your tax...
03/12/2026

Explore tips that could help reduce taxable income or identify potential tax credits — then connect with me and your tax advisor to see what applies to you.

https://bit.ly/40rIGbW

Having a will, retirement plan, and insurance coverage in place can help ensure your family’s financial well-being. It’s...
02/26/2026

Having a will, retirement plan, and insurance coverage in place can help ensure your family’s financial well-being. It’s never too early to start.

Let’s discuss ways to help protect your loved ones now and into the future.

Love is in the air and building a life together starts with a solid foundation. Before taking your relationship to the n...
02/12/2026

Love is in the air and building a life together starts with a solid foundation. Before taking your relationship to the next step, talk with your partner about these important financial considerations. Then, let’s connect to create a financial future that aligns with your love story.

January is the perfect time to reassess your financial goals and consider the best strategy. Reach out today to get star...
01/14/2026

January is the perfect time to reassess your financial goals and consider the best strategy. Reach out today to get started.

If you have a break before the New Year, start checking things off your estate planning to-do list. Then let’s connect.
12/26/2025

If you have a break before the New Year, start checking things off your estate planning to-do list. Then let’s connect.

If you’re stressed about spending during the holidays, you’re not alone. Here are a few tips to help you stay out of deb...
12/04/2025

If you’re stressed about spending during the holidays, you’re not alone. Here are a few tips to help you stay out of debt this holiday season.

I can be your financial advocate and tailor a solution around your family situation and financial needs. Let’s connect.
11/13/2025

I can be your financial advocate and tailor a solution around your family situation and financial needs. Let’s connect.

Halloween can be the perfect time to talk with your kids about managing money. Learn more: https://bit.ly/4nrcezl
10/30/2025

Halloween can be the perfect time to talk with your kids about managing money. Learn more:
https://bit.ly/4nrcezl

Whether it’s deciding on where to apply or how you’ll pay for it, college planning can be stressful. I’m here to help — ...
10/16/2025

Whether it’s deciding on where to apply or how you’ll pay for it, college planning can be stressful. I’m here to help — let’s talk through it together.

If you’re evaluating a job offer, consider more than the salary or hourly rate. What’s the value of the overall package?...
09/18/2025

If you’re evaluating a job offer, consider more than the salary or hourly rate. What’s the value of the overall package? How can it help you move toward your financial goals? Let’s connect about what’s next in your journey.

Let’s work together to take advantage of the tax-free growth of HSA contributions. If you are young and healthy, it may ...
09/04/2025

Let’s work together to take advantage of the tax-free growth of HSA contributions. If you are young and healthy, it may be the perfect time to get started.
https://bit.ly/4p8t08m

Back-to-school can be an expensive time! Use these tips to shop smarter and teach your kids valuable money skills.
08/21/2025

Back-to-school can be an expensive time! Use these tips to shop smarter and teach your kids valuable money skills.

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930 Webster Avenue
Waco, TX
76707

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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