What we do
Start with the end in mind
Everyone is unique and deserves a plan that fits their individual circumstances. There is no one size fits all approach with JLF. We listen to your plans, timeline, and specific goals to formulate an approach to your finances.
Plan creation starts with your goals. See the video to better understand the bucket system.
In the implementation phase you’ll receive recommendations from our network of partners.
Ongoing management is important as changes happen in your life. We conduct portfolio reviews with you to help keep communication open.
how we do it
At John-Luke Financial we believe in the K.I.S.S. principle. For a sneak peek at our process take a minute to view the video. Whether you’re on track with your goals or just getting started, we are here to help you and guide you every step of the way.
Click below to experience the Bucket Financial Calculator!
Who we are
As an independent investment firm with over 55 years of experience, we understand that the financial road you are traveling on is one that may seem daunting, but we’ve been through it. We can design and implement a plan that strives to protect and grow your savings. We are able to diversify your investment portfolio through various hard assets, insurance, and alternative investments while not just relying on diversification through traditional stocks and bonds.* Our vision is to make sure our clients are able to access all potential investment vehicles to help them pursue both their short and long term goals, no matter the size of their portfolio.
Investment Advisor Representative
Daryl Lazauskas began John-Luke Financial in 2007 as an independent financial advisor in order to move away from the overly structured investment products and retirement plans of the big firms. Daryl and Nathan’s extensive financial backgrounds and warm personalities allow for both comfort and confidence of our clients as we guide them into and through retirement
Nathan Morrell joined Join Luke Financial as an associate partner in the early months of 2020 in an effort to help expand the firm by bringing his unique talents and experience to JLF. With over 17 years of sales, financial planning, and insurance experience, Nathan brings a wide range of insight and wisdom to help our company and clients.
Morgan Hoskins teamed up with Daryl in 2007 to aid with compliance and administrative needs. She brings over 19 years of experience crossing both securities and insurance. Give Morgan a call today and she’ll get you scheduled to come see us for a visit! 281-292-5900
* Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
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