The DLF Retirement Advantage™ is your personalized roadmap to a successful retirement
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 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 of the road are different. If you go down the wrong alley in retirement, the end of the road can be very unpleasant. Together, we’ll help identify your strengths, opportunities and consider potential dangers and threats to your financial journey.
is “Your Map to a Worry-Free Retirement™”
The Retirement Advantage Road Map™ is your easy to understand action plan that empowers you to move forward with confidence as you embark on this new and exciting season of your life.
Now that you know where you are going and how to get there, you’ll have a head start giving you tremendous peace of mind. The Retirement Advantage Road Map™ provides you with the capability to succeed. It’s time to get out there so you can use and enjoy your money! After all, isn’t that why you’ve worked hard, sacrificed and saved all of these years?
There are many roadblocks when you are at or near retirement. That’s why it’s necessary to look ahead, being mindful of potential potholes and barriers that can slow you down or bring you to a screeching halt. The importance of proactive investment planning, income planning, tax-planning, healthcare planning, and legacy planning is a must. To arrive safely at your final destination without breaking down, you’ll need to address these five key areas.
To prevent costly mistakes, you’ll need help to safely navigate and adjust your route along the way. There’s only one guarantee in life... nothing stays the same! Because change is inevitable, we provide a one-on-one consultation with you at no cost, whenever you need it. We will monitor your progress and when you’ve got a question, we’re here to provide you the guardrails helping you stay the course, no matter what lies ahead.
David Lukas is an investment adviser representative with Infinite Financial Solutions, LLC an Arkansas Registered Investment Adviser doing business as: David Lukas Financial