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Hari Luker

Less Risk & Less Taxes Than Your Current Plan With No Money Out of Pocket

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Verdeo Financial Hari Luker
Fort Wayne, Indiana

Serving Clients Nationwide

Less Risk & Less Taxes Than Your Current Plan With No Money Out of Pocket

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Areas of Focus

  • Family and Money
  • Financial Life Planning
  • Inherited Wealth
  • Insurance
  • Investment Management

About Me

Many professional families put more energy into planning their next vacation than protecting their family and lifestyle they've worked so hard to build.

Feeling overwhelmed, disorganized, and having a lack of time creates a "wait and see" financial plan.

Using our "Wealth in Overdrive" method. These feelings are eliminated allowing you to take control and implement steps it takes to protect your family and lifestyle against the unforeseen.

𝐌𝐲 𝐜π₯𝐒𝐞𝐧𝐭𝐬 𝐜𝐨𝐦𝐞 𝐭𝐨 𝐦𝐞 𝐰𝐑𝐞𝐧 𝐭𝐑𝐞𝐲:

πŸ”₯ Find themselves working on their career while caring for their parents and their children
πŸ”₯ Need help getting control of student debt
πŸ”₯ Want to maintain their lifestyle at retirement with an income they can’t outlive
πŸ”₯ Want their legacy to be chosen by them, not chance!
πŸ”₯ Know there is a better way to retire, and need it to be easy to understand and adjust!
πŸ”₯ Realize the "wait and see" method of planning doesn’t work

The landscape has changed for successful people like you and my clients are tired of putting all of their energy into

π‘Ύπ’π’“π’“π’šπ’Šπ’π’ˆ 𝑨𝒃𝒐𝒖𝒕:

πŸ™ Forever growing tuition fees and student debt
πŸ™ Losing control like they see many people do as they age.
πŸ™ Changing their lifestyle when one of them needs care or running out of money.
πŸ™ Becoming a physical, emotional, or worse yet financial burden on their children.
πŸ™ Being the sole income earner and not planning for when they can no longer care for themselves.
πŸ™ Being looked at by family as irresponsible because they didn’t plan.

Within just a few months into their β€œWealth In Overdrive” strategy, they’re able to

π…πžπžπ₯ π‚π¨π§πŸπ’ππžπ§π­:

🎯 After a 16 hr shift knowing they don't have to worry about money and taxes
🦳 Their spouse will not be financially, or physically stressed
🎯 You're back in control of your current finances and future
✈️ They will never have to adjust their lifestyle due to the unexpected
🎯 With peace of mind your income and the family is protected
πŸ‘πŸ» Their legacy is firmly defined in a simple and streamlined way

How can I come alongside you and your family to help YOU evaluate your financial health and get you on track for a well-deserved lifestyle and retirement?

You keep the family running. Don't get bogged down with cash flow, savings, taxes, and retirement.

That’s where I come into play. If you’re ready to have peace of mind. I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your situation specifically.

My Calender - https://calendly.com/hariluker/coffeechat

Professional Designations

  • Associate in Insurance Services (AIS)

Affiliations

  • Association for Financial Professionals
  • BBB Accredited Business
  • Financial Planning Association
  • National Association of Insurance and Financial Advisors

Location

6221, Constitution Drive, Fort Wayne, Indiana, 46804

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Initial Phone Meeting: Before committing your time or ours, our first 15-minute phone meeting will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Podiatrist if you needed heart surgery. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.

Offers Investment Management

Yes

About our Firm

What separates Verdeo Financial from other financial advisory firms is we create a financial plan around your specific situation so you can live a prosperous life.

Our purpose is to explore and analyze the complicated intricacies of each individual’s and business’ financial situation in order to design and deliver simple strategies to accomplish your financial desires more quickly with less anxiety and fear of mistakes.

From there, we build a financial blueprint to better determine a better detailed financial plan of action that allows clients to become better stewards of their wealth.

These intellectual strategies effectively help reduce taxes, reduce risk, increase portfolio efficiency, and augment the preservation with the certainty of wealth legacy for our clients.

Education

Norwich City Collage, Higher National Diploma in Mechatronic Engineering.

Awards and Honors

Badges

Languages

  • English

Hobbies and Interests

  • Beach
  • Camping
  • Cycling
  • Exercising
  • Family
  • Golf
  • Hiking
  • Music
  • Skiing
  • Soccer
  • Traveling
  • Wine
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Healthcare Professionals
  • Parents
  • Young Families

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