As President of Luke Financial Company, I am ready to put my 30 years of experience in tax consulting (PricewaterhouseCoopers alumnus), benefits analysis, and financial services planning to work for you.
At Luke Financial, we don’t believe that investments need to involve a random walk down Wall Street. It is our mission to provide comprehensive financial solutions including wealth creation, asset protection, and legacy planning. Our approach serves optimizing income and accumulation planning, while educating you along the way. We work at your pace, not ours, while keeping the full wealth picture in view. Contact us for your financial services needs.
Best regards,
Jonathan Mazur, President
It is my goal to arm clients with the knowledge they need to transform their wishes into reality. I look forward to working with you.
About Jonathan
Education
B.A. Antioch University
M.B.A. Baylor University
Credentials
Certified Financial Educator (CFEd)
Ed Slott Master Elite Advisor
International Association of Registered Financial Consultants (IARFC)
Affiliations
Ed Slott Master Elite IRA Advisor
More people than ever are searching for specialized knowledge in retirement distribution planning. For many of our clients, the pendulum has swung from the accumulation phase to the distribution phase. Our smarter clients have begun to realize that it is not just about how much they accumulate in their retirement accounts, but how much of that accumulation they can keep and securely pass down to beneficiaries.
As an Ed Slott Master Elite IRA Advisor, Jonathan Mazur, President of Luke Financial, is equipped with up-to-date tools and resources to help you. After all, accumulating assets in an IRA or 401k is only half of the equation. The other half is developing a plan that determines how much is ultimately kept by you and your family and how much goes to the government. Learn more about Ed Slott’s IRA planning and 401k rollovers