Needs Change with Time

All businesses go through different stages of development. As they advance through each phase of their evolution their needs vary. Our firm has a process to help owners identify the most critical aspect of their current needs, while keeping focused on long-term objectives. The needs of an emerging business are different than a mature organization. At Lucke & Associates we help you pinpoint what’s critical to you and keep you focused on these items.

Set a Structured Plan

Our firm will develop a blueprint to guide your business through the next few years or the next few decades. We incorporate profit goals, financial reporting needs and tax strategies, and combine them with a thought process that helps you advance through business stages. Whether your needs are capital and growth concerns or wealth retention and transition thinking, we will create the solution for you. Our process involves an evaluation of your overall business and personal objectives followed by regular meetings and unlimited phone calls and communication.