OUR COMMITMENT IS TO YOU.

Trust. We know relationships are built on it and we provide deeply personalized services that facilitate it. Every step in our process emphasizes our fiduciary responsibility and our commitment to you. We are a financial services firm dedicated to implementing advanced strategies, ideas, and solutions to most effectively manage and preserve your wealth at every stage of your life. 

We maintain high ethical standards and help you choose the solutions that are right for your needs.

Luke Financial works as a team with other specialized financial experts including estate attorneys and accountants to develop and implement the most appropriate strategies for you and your family.

Together we can determine how best to get there. Let us show you how.

COMPREHENSIVE

FINANCIAL SOLUTIONS

It is our mission to provide comprehensive financial solutions including wealth creation, asset protection, and legacy planning. Our approach serves optimizing income and accumulation planning, while educating you along the way. We work at your pace, not ours, while keeping the full wealth picture in view. 

nest with golden eggs
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CLIENT FOCUSED

PHILOSOPHY AND APPROACH

As an independent financial advisory firm, we do not sell or own any proprietary product. We are free to advise you to the best of our ability without fear or favor to any financial product or service. We believe not only in wealth accumulation, but also asset preservation, income strategies, and legacy planning.

The vast majority of our clients are either referred to us by an existing client or have attended one of our seminars, presentations, or workshops.

THOROUGH

RETIREMENT BENEFITS ANALYSIS

We offer a comprehensive approach to retirement planning. Our model utilizes and examines your existing retirement benefits and compliments them with a variety of financial solutions with the ultimate goal of building an effective strategy as you progress into and through retirement.

Wealth spelled out in blocks
“It is my goal to arm clients with the knowledge they need to transform their wishes into reality.”
~ Jonathan Mazur, Founder and President
Jonathan Mazur, Founder and President