David Lukas has over 23 years of experience in the financial services
industry. In 2012, he founded his firm, helping individuals at or near
retirement navigate key areas such as tax planning, healthcare and
Medicare, investments and risk management, income planning, and
estate and legacy planning. For the past 15 years, David has hosted a
popular radio show that empowers listeners with knowledge to
achieve a work-optional lifestyle. He is also a regular contributor to
Kiplinger.com and frequently shares his expertise on local television
news stations, including KATV, KARK, and KTHV.
