David Lukas Financial, David Lucas Financial - North Little Rock, Arkansas

JP

We sought advice from a fiduciary about our retirement finances and after doing our research called to meet with David Lukas. We were impressed on our first meeting at his knowledge and approach to planning for the years ahead. In addition, we have been introduced to an amazing team who have all shown a personal interest in us and our plan. Each team member is professional as well as personable. We feel confident in our plan for the future. We are so happy to know your team is on our side to help navigate our retirement finances.
Chris and Jamie Pillert

Becky C.

My husband I were introduced to David Lucas by a friend. We were looking for an alternative to having all of our retirement finances in one "basket" but were not sure of how or what was available to us to achieve that goal. After meeting with David Lucas and his staff, we found a group who could meet all of our needs in a "one-shop" environment. David's philosophy was a holistic approach with our finances to help us make sure that our retirement was safe and successful. Although they have many clients, they made us feel like were the only ones. I would highly recommend setting up an appointment and finding out for yourself!

Linda B.

The subject of finances, life insurance and retirement all feels daunting to me. I had some anxiety prior to meeting because I feel so ignorant on this topic.
However, I found the meeting much easier to grasp nor stressful.
The thing that stood out to me the most was how David’s team was clearly *for* me. I didn’t sense they were trying to pressure me into anything for them to make a buck. I really felt looked after and they took the time to lay out options that would best serve our family. The staff has been on it with reminders & follow ups. The team was a well oiled machine.

Frank W.

We were seeking a better experience in financial management as we approached retirement. Our search led us to David Lukas and we could tell from the first meeting with David and his team, that the criteria we had established would be met. The processes and tools David has developed provided great detail of where we stood financially and how he would be able to put us on a path to meet our risk tolerances by diversification of current assets, and tax strategies that addressed the inevitable tax increases for years to come. Since becoming a client, we have also found that the service and communication we have received has been outstanding. This has been a great comfort during the market volatility and the crippling inflation we are seeing this year. Recently, we have also found the team to be very comforting and supportive on a personal level as well.

Pat G.

Mr David Lucas and his entire staff have been more than helpful in providing us the information needed in preparation for our retirement. Their knowledge and willingness to help is second to none. We highly recommend them, they treat you like family.

Glennae R.

We have enjoyed getting to know the people at David Lukas Financial. They have guided us through financial planning for retirement. We have experienced a lot of relief in knowing our finances are in good hands and we have a plan for our future.

Karen K.

Wow!! Talk about personal service detailed just for me and my life!
I wasn’t sure which route to take with a lump sum that I just got as a result of my divorce being finalized..
David Lukas walked me through all of the options and what I could expect if I chose A over B etc….
He explained to me that he felt MY best option was to keep my money where it was… in the account that was actually being managed already by company where my ex-husband worked.
Huh? Another local money management company here in the Maumelle area had offered to utilize all of the money and in 5 years I would be set for mailbox money, so why was David not advising that he could do the same thing?
Because I was able to draw that same amount of money NOW that I would have to wait 5 years to start receiving if I reinvested it with either of their companies..
So David did what was best for me, not for him…
I will never forget what he did for me…. I was scared, alone, no career to speak of after following my husband around with his career for 27 years, this was all I had and I needed to protect it…
David did just that by telling me to leave it alone and not let him invest it for me…..

I now have “mailbox money” that will continue until I pass away…
So happy that I chose David Lukas to facilitate the lump sum so it never runs out !

Mark M.

We have been working with David's team for the last six months or so. They have been in our corner since the beginning, and helped us with our retirement strategy, estate planning as well as help us understand the ins and outs of the tax implications that are involved. They have gone above and beyond to help us with a few situations that demanded a bulldog approach, and came through for us. I would highly recommend them to anyone needing their services.