John Lukehart's mission is to provide comprehensive advice to help his clients create and preserve personal wealth and ultimately to pass their wealth to future generations. John is uniquely positioned to do this for his clients because, as an Investment Adviser Representative with Eagle Strategies LLC*, he offers a broad scope of fee-based financial planning and fee-based investment advisory services.

Core Values

• Seek relationships, not transactions.
• Build client relationships confidentiality, trust and performance.
• Do what is right and in the client's best interest.
• Match money to life purpose. Money is a tool.

Standards and Goals

• Be bright, be brief and be gone. A client's time is precious.
• Be on time, deliver on promises, and finish what is started.
• Listen intently, communicate clearly, and suggest thoughtful solutions and implementation strategies.
• Help clients automate, delegate, and simplify their financial lives
• Attend to the details.

*Investment advisory services are offered through Eagle Strategies LLC. Eagle Strategies LLC is a Registered Investment Adviser and indirect, wholly owned subsidiary of New York Life Insurance Company.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

John Lukehart is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Alaska, Hawaii, and Virginia, Maryland and Washington DC. No insurance business may be conducted outside these states referenced.

John Lukehart is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of Alaska, California, Washington, Hawaii, Virginia, Maryland and Washington DC. No offers may be made or accepted from any resident outside the specific states referenced.

John Lukehart is also separately registered as an investment adviser representative("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Alaska, California, Hawaii,  Maryland and Washington. As such, these services are strictly intended for individuals residing in the specific states referenced.