Free · No obligation · 30 minutes

Let's talk about your retirement — without the sales pitch.

One honest conversation about where you are, where you want to be, and whether what I do makes sense for you. That's it.

Schedule Your Free Consultation

No pressure. No commitment. Just a conversation.

No cost, no obligation
27 years in risk management
Book in under 2 minutes
Serving rural Iowa since 2022

Most advisors sell products.
I solve problems.

After 27 years managing risk for corporations, I became a financial advisor because I kept seeing the same thing: good, hardworking people getting within five years of retirement — and realizing their savings had no protection against a bad market year.

One bad sequence of returns early in retirement can permanently change your financial future. I specialize in strategies that let your money grow while protecting it from the kind of losses that derail retirement plans.

This consultation isn't a sales call. It's a conversation. I'll ask you a few questions, listen to where you are, and tell you honestly whether I think I can help.

1

We talk about where you are

Your current savings, timeline to retirement, and how you feel about market risk. No forms. Just a real conversation.

2

I show you what's possible

I'll explain how the strategies I use actually work — plain language, no jargon. You'll understand it before we go any further.

3

You decide if it makes sense

No pressure, no follow-up pitch calls, no obligation. If it's a fit, great. If it's not, I'll tell you that too.

KL

Ken Luckinbill

Independent financial advisor in Winterset, Iowa. 27 years in corporate risk management before launching Luckinbill Financial Advisors. I specialize in protecting and growing retirement savings for people within 10–15 years of retirement.

Affiliated with ZEGA Investments

Schedule Your Consultation

Free · 30 minutes · Phone or in person

Prefer to call? Reach Ken directly at 515-462-0020.
Luckinbill Financial Advisors · Winterset, Iowa