Luke Pingel

Luke has chosen this career path to give his clients confidence in their financial plan while taking the burden off their shoulders. Luke prides himself not only on creating a meaningful connection with his clients but also taking an education approach to make sure that the clients are fully aware of what they are doing and how it benefits their financial plan. With his holistic approach to planning, it allows Luke to look at your full plan to make sure it all flows together to get the best result.

Holds Licenses in Life and Health Insurance, SIE, Series 7, and Series 66

Experience with:

• Retirement Accumulation and Distribution
• Retirement Income Planning
• Debt Reduction Strategies
• 529 plans
• College Planning to Maximize Financial/Merit Aid
• Legacy Planning/Multi-Generational Planning
• 401k plans
• Tax Efficient Business Planning