Broker Check

Your Advisor

How I Work

How I Work

My reasons for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future including myself. I'm confident that with my ten-plus years of personal finance experience, coupled with my training as a financial professional, I can help people better prepare for the future. I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to retrieve their financial goals. I feel a commitment to our community.

My approach adds perspective to all I do and provides increased benefits to my clients.

Your Advisor

Jason Lukz

Financial Advisor

(440) 247-0212

jlukz@goldenfinancialconsulting.net

After 15 years working in the advertising industry and 7 years as a financial advisor at 2 other firms, I decided to create a firm that embodied my own passions and best served my clients. Golden Financial Consulting, LLC was born. I embrace the idea that client needs and situations, regardless of current income, investing experience, or previous portfolio, are what drive my work. I use my personal experience with debt management and investing to further my clients financial goals. During the past 6 years, it has been my pleasure to work with college graduates embarking on their first job, newly married couples, clients starting families, and those approaching or in retirement. Whether a teacher, attorney, firefighter, doctor, contractor or retiree. I know how hard you work for your money, I want to ensure that your money is working for you. I utilize my experience and expertise to help my clients retrieve their financial goals. I approach all of my clients needs with the same enthusiasm and loyalty as my logo, the Golden Retriever, which is modeled after my own 2 Goldens - originally Riley and Chance and now Honey and Rosie. With the support of my wife, Shannon, and my 2 four-legged office mates, family is what drives my passion: helping you retrieve your financial goals.