Luke Financial Company LLC

Luke Financial Company LLC

  • 100 Highland Park Vlg Ste 200
  • Dallas, Texas
  • 75205-2720

Description

As President of Luke Financial Company, I am ready to put my 20+ years experience in tax consulting (Price Waterhouse Coopers alumnus), benefits analysis, and financial planning to work for you.

As an Ed Slott Master Elite IRA Advisory firm, Luke Financial is dedicated to offering the best financial advice on retirement distribution planning and helping our clients develop and implement an "exit strategy" for their retirement money. After all, accumulating assets in an IRA or 401k is only half of the equation. The other half is developing a plan that determines how much is ultimately kept by you and your family and how much goes to the government.

Creating Advanced Strategies for You and Your Family’s FutureLuke Financial Company is a financial services firm dedicated to helping people learn about and implement advanced strategies, ideas, and solutions to most effectively manage and preserve their wealth. We are committed to education and offer a wide range of seminars, presentations, and workshops.

Fact sheet

Company founded
2004

Products & services

Similar companies nearby