Lesson 3: Planning A Retirement You Can Trust

– Third in the Ed Series –


noun \ˈtrəst\
: belief that someone or something is reliable, good, honest, effective, etc.
: an arrangement in which someone’s property or money is legally held or managed by someone else or by an organization (such as a bank) for usually a set period of time
: an organization that results from the creation of a trust.

imagining-retirementIt’s been said that a vision without action is but a daydream. But an action without a vision is but a nightmare. Planning for retirement requires a vision, whether it’s your own or that of a professional retirement planner you trust.

On this week’s episode of The David Lukas Show, David and Zach open the hour with a candid discussion about the importance of trust and vision. David, and then later also with Tony, discusses how the WorryFree Retirement® is perfect for savers and what the five important steps in starting that process are.

First, You Must Clarify Your Vision

…because it’s best to know where you are going and what to expect along the way. The first step of the process is unique because it’s all about you and “your” vision of retirement.

Together, you and David Lukas Financial will clarify where you want to go and a personalized written outline, summarizing your unique vision, will be mailed to you for review—at no cost or obligation.

Second, You Will Assess Your Situation

At this meeting David Lukas Financial will review your personal financial information and 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—at no cost—to you.

Third, You Will Commit To Your Retirement

The WorryFree Retirement® is based on commitment and trust. In order to work together, both David Lukas Financial and you must confirm and trust your commitment to the process.

seniors-with-a-gameplanFourth, You Will Implement Your Personal Game Plan

Reaching any goal requires action. With the implementation of the personal Game Plan, David Lukas Financial will provide, you will have a safe, easy to follow path format reaching your retirement goals. This written Game Plan will be self-contained in a highly organized binder that clearly communicates your hopes and dreams.

Fifth, You And DL Finacial Will Monitor Your Progress

There’s only one guarantee in life: Nothing stays the same! Because change is inevitable, David Lukas Financial will provide one-on-one consultations with you— at no additional cost—whenever you need it. If you’ve got a question, DL Financial will be here for you. Because that’s what trust and commitment are all about.

If you’re a saver that’s interested in finding out more about the WorryFree Retirement® Process, you’ll want to listen to the entire episode. Also, be sure to tune in Saturday at 2:00pm for the next installment of the Annuities ED Series. It’s definitely something you won’t want to miss.

If you are ready to get started with The WorryFree Retirement process, schedule a no cost consultation with David by calling: (501) 218-8880.