How The Financial World Runs With Your Money

It’s no secret that money makes the world go round. But what the Financial Industry and Wall Street don’t want you to know is exactly how much they’re making off of your money (investments). That is why most of Wall Streets messages and strategies are geared towards investors and speculators—AKA risk takers and loss accepters. NOT SAVERS.

man-running-with-briefcaseThis week, on the David Lukas Show, David discusses how the government’s and Wall Street’s one size fits all retirement plan (the stock market and 401k), is NOT suited for everyone—especially not for Savers. What many investors don’t realize is that hidden costs and fees can, deplete your current Wall Street (investments) and/or government retirement plan (401k) .

Throughout the hour, David discusses and explains how the WorryFree Retirement® is best suited for savers. So what makes a Saver’s retirement plan different from that of an Investor or a Speculator you ask? The lack of risk, that’s what. David also explains how easy the Worry Free Retirement® Process truly is. So, whether you’re currently in the 1st or 2nd half of life, you can put the necessary planning in motion today that will truly allow you a WorryFree® future.

Interested in retiring with confidence?
Get started with these five simple steps:

Before beginning any journey, it’s best to know where you are going and what to expect along the way. Our first step of the process is unique because it’s all about you and “your” vision of retirement. Together, we will 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. A personalized written outline summarizing your unique vision will be mailed to you for review at no cost or obligation.

doctor-examine-savingsSecond, ASSESS YOUR SITUATION
A trusted doctor would never give a medical diagnosis without first looking you over. Neither will we! That’s the reason the second step was created: “The Assessment.” At this meeting we will review your personal financial information. We’ll help organize your finances so that potential issues or concerns can be addressed and corrected. A brief written assessment of any findings and recommendations will be provided to you at no cost.

The WorryFree Retirement® is based on commitment and trust. In order to work together, we must confirm our commitment to the process. We will never pressure you to buy anything from us, nor will we ever suggest you move forward with our recommendations unless you completely understand them.

retirement-savings-jarFourth, IMPLEMENT YOUR GAMEPLAN
Reaching any goal requires action. With implementation of your personal Gameplan, you will have a safe, easy to follow path format reaching your retirement goals. This written Gameplan will be self-contained in a highly organized binder that clearly communicates your hopes and dreams.

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. That’s what trust and commitment are all about. The WorryFree Retirement® Process anticipates change and values the idea of monitoring your progress along the way. Our time together also gives us a chance to explore new ideas and possibilities as well.

Ready to get started with The WorryFree Retirement process? Schedule a no cost consultation with David by calling: (501) 218-8880.

To learn more about how David Lukas Financial can benefit you and your retirement portfolio, call today. David has partnered with Tony and his WorryFree Retirement® network to help his clients implement the WorryFree Retirement® process. It’s unlike anything else in the industry.

Do you know your financial DNA? Are you a Saver, an Investor or a Speculator? Learn about the three personalities of money and take the test today