Luckinbill Financial Advisors

Winterset, Iowa

Call (515) 462-0020 Visit website →

About

Luckinbill Financial Advisors is an independent, SEC-registered advisor in Winterset, Iowa serving families within a decade of retirement. The firm offers retirement income planning, investment management using options-based hedging strategies (including ZEGA's Buy & Hedge approach), insurance evaluation, and tax-coordinated planning for rollovers and Social Security optimization. The practice follows a four-stage planning process that includes assessment, design, implementation, and ongoing monitoring with volatility-protection strategies. Founder Ken Luckinbill brings 27 years of corporate risk-management experience and focuses on families seeking growth with downside protection rather than diversification alone.

Specialties

Retirement Planning Investment Management

Firm details

Languages
English
SEC registered
No

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