There’s never a fee or any obligation to meet and explore your options. In fact, We will do our best to make it as easy as possible; either by discussing your personal situation by phone, or in person!

Top reasons people meet with David:

  1. People who are retired, looking to retire, recently laid off, or changing jobs who are looking to protect and grow their hard-earned savings in their 401(k), Thrift, or IRA.
  2. People who are looking to maximize their Social Security Benefits and coordinate them with other income sources.
  3. People who have a 401k, 403B, Thrift Savings Plan, or other similar plans and are looking for direction and guidance on how to manage those investments.
  4. People who are tired of the roller coaster ride of the stock market and want to safeguard a portion of their money.
  5. People who are worried about taxes in retirement and are looking to avoid overpaying taxes by tens of thousands if not hundreds of thousands of dollars.
  6. People who have current life insurance or are looking to purchase life insurance.
  7. People who would like a 2nd opinion and want to know how much risk they have in their portfolio.
  8. People who need a higher return on their money than what is currently offered by the banks.
  9. People who are considering moving an existing IRA, 401k, 403b, Thrift, lump-sum pension, or Roth IRA.
  10. People who have received inheritance proceeds from the sale of property or any other lump sum payment they wish to invest.

Meet With David

David Lukas is an investment adviser representative with
Infinite Financial Solutions, LLC  an Arkansas Registered Investment Adviser doing business as: David Lukas Financial For more info. Click HERE.