The DLF Retirement Advantage™ Process

The DLF Retirement Advantage™ Process is your personalized roadmap to a successful retirement

STEP 1

Clarify Your Destination

In life, before you set out on any endeavor, having a clear vision of where you are going is essential. When you are at or near retirement, having clarity on where you want to go and how you are going to get there is a must. Lack of direction and clarity headed into retirement is a sure way to end up 80 years old, full of life and flat broke. Whether you like it or not, you are in the game of finance and at retirement, the rules are totally different. If you go down the wrong road in retirement, the end of the road can be very unpleasant. Together, we’ll clarify where you want to go. We’ll help identify your personal strengths and opportunities and consider potential dangers and threats to your financial journey

STEP 2

The Retirement Advantage Road Map™

is “Your Map to a Worry-Free Retirement™”
You’ll be provided with an easy to understand action plan, so you know exactly how you are going to get to your destination. The Retirement Advantage Roadmap™ empowers you to move forward and gives you the capability to succeed in the game of finance.

STEP 3

Begin Your Journey

Once you know where you are going and how to get there, you’ll have a head start giving you tremendous confidence and peace of mind. The four C’s comes into play here. In life, no matter what it is, you must Commit to your vision and goals. Next, it takes Courage to start on a new journey in life, and only then do you gain the Capability to succeed which leads to Confidence. You must Commit and have the Courage to act. The Retirement Advantage™ Process provides you the Capability to succeed. Lastly, you’ll gain the Confidence to use an enjoy your money. After all, isn’t that why you’ve sacrificed and saved all of these years?

STEP 4

Expand Your Retirement Horizons

There are many roadblocks in retirement. Therefore, it’s necessary to look out on the horizon and be aware of potential potholes and roadblocks ahead that can slow you down, if not bring you to a screeching halt. The importance of proactive tax-planning, health care planning and legacy planning is a must to get to your destination without breaking down in retirement.

STEP 5

The Retirement Navigator

On your financial journey, you need someone to help you navigate along your route. Think of a modern-day GPS Navigation Systems. Nowadays you can instantly see if a bridge is out and if there’s a traffic jam or other hazards on the horizon. This allows you to adjust your route along the way to avoid costly mistakes. There’s only one guarantee in life: nothing stays the same! Because change is inevitable, we provide one-on-one consultation with you at no cost, whenever you need it. When you’ve got a question, we’ll be here for you. We’ll provide you the guardrails helping you navigate as needed to keep you on course.

That’s what trust and commitment are all about

David Lukas is an investment adviser representative with Infinite Financial Solutions, LLC an Arkansas Registered Investment Adviser doing business as: David Lukas Financial

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