David Lukas Financial, David Lucas Financial

"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."

"Mr. Lukas and his staff are very professional and at the same time, very personable. They all explain things very well and never rush or pressure you. They are very easy to work with and very dependable."

"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!"

"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 !"

"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."