Our Services
John Lukehart, as an Investment Adviser Representative with Eagle Strategies LLC*, offers a broad scope of fee-based financial planning services under one roof. Working closely with his clients, John uses a process to develop a comprehensive written plan covering all phases of a client's financial life, including investment*, insurance, estate and business planning. The process focuses on:
- Brainstorming and problem-solving
- Helping to provide solutions, not focusing on products
- Locating and quarterbacking top-tier financial planning**/investment resources that are consistent with the client's needs.
John Lukehart can also assist you with the following concepts which may help implement your plan and fulfill your needs.
Personal Planning
- Guaranteed Lifetime Income Annuities***
- Estate Planning
- Financial Planning**
- Money Management**
- Investment Planning*
Strategic/Business Planning
- Family Business Counseling
- Succession Planning
- Key Employee Plans
Retirement Income Strategies
*Securities offered through NYLIFE Securities LLC
** Financial Advisory services offered through Eagle Strategies LLC
***Issued by New York Life Insurance and Annuity Corporation. Guarantee backed by the claims paying ability of the issuer.
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