Jeffrey D. Lukawski
Jeff Lukawski is licensed in life, health and long-term care insurance as well as Medicare. When he started helping people with Medicare plans a year ago, he came to see that Medicare was a topic that was not well understood and not being taught properly. “I want to help individuals navigate Medicare and find them an insurance plan that best suits their needs,” he says.
In addition to Medicare, Jeff helps people with insurance strategies designed to grow and protect their retirement assets. “My desire is to help individuals, couples, and families understand their investment opportunities, make well-informed decisions, and experience freedom and excitement when it comes to their finances,” Jeff says.
Working with people as a financial advisor, Jeff considers himself a long-term ally. “I am there to help my clients initially, but I also strive to continue to be an asset and provide guidance to families for the long term. The needs of every client are different and I work with each person, couple, and family individually to help make what they want a reality. I want to build lasting relationships with my clients to help every step of the way,” he says.
In fact, working with people is what Jeff likes most about his career. “I enjoy seeing firsthand the peace of mind others can experience as we work together toward their goals. I prioritize their needs and objectives, and then focus on doing all I possibly can to help them reach their financial and insurance goals.”
Originally from New Jersey, Jeff earned his bachelor’s degree in communication from Grove City College in Pennsylvania. He moved to North Carolina in 2020 and thoroughly enjoys the community. “My biggest involvement is with my church. I attend Two Cities Church in Winston-Salem and am involved in a community group, a men’s group that meets regularly, and I volunteer as part of my church’s welcome team. I also serve my local community as a firefighter,” Jeff says.
Jeff lives in Kernersville, North Carolina with his wife, Victoria. The couple was married in April of 2023 and hope to begin a family soon. In his free time, Jeff’s main hobby is fly fishing. He also enjoys cooking, playing tennis, traveling with his family, watching hockey, and reading.
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Design • Grow • Protect
At Global View Capital Advisors in North Carolina, we base our customized plans on your unique ambitions, objectives and life dreams. We like to work with individuals, couples, and families early when planning for retirement and we pledge to stay by your side throughout your lifetime and beyond through the generations. Although we provide boutique, hands-on service, we have access to financial strategies usually reserved for the nation’s most elite investors; we can scale up or down to meet your needs. Our advisors are guided by the fiduciary principle—placing you and your best interests first and foremost at all times.
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The Social Security Risk Score®
You can’t have a complete retirement income plan without Social Security. In fact, $400,000 is the average amount a retiree will receive from Social Security during retirement. Now imagine that amount gets slashed by 23%! Would that derail your retirement goals? We believe all of our clients should, as part of their retirement plan, know their Social Security Risk Score. Don’t let your retirement plan be subject to political football. Let’s find out how at-risk you may be for cuts to your Social Security!
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Comprehensive wealth management includes invested assets as well as other strategies as part of your well-rounded financial plan. We work with individuals, couples and families to manage their wealth through the generations, starting with your unique goals and objectives.
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Starting your retirement plan early can give you the best chance to retire and stay retired living your desired lifestyle. We help with Social Security planning, Medicare choices, tax-efficient distribution planning and much more, and we stay by your side for life.
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If you have a family and/or assets, you need an estate plan. We work with estate attorneys to help you pass on a tax-advantaged legacy to your heirs and/or charities, documenting your desires for a stress-free transfer of wealth which can bypass probate.
Tax-Efficient Distribution
If you have a large amount of assets saved in taxable accounts like traditional 401(k)s or IRAs, you may have less money for retirement than you thought. By working in advance, we can help you develop an optimized retirement income plan with the goal of achieving tax efficiencies.
Long-Term Care Planning
People can be surprised to find out that Medicare doesn’t cover long-term care, and they need another option to pay for potential assistance they may need with daily living activities as they get older. There are many strategies to provide funds, and we can help you compare them.
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Design • Grow • Protect
Global View Capital Advisors offer a wide range of services that can be scaled up or down to meet the needs of individuals, couples and families. We provide personalized services with the resources of a world-class firm, using our expertise and premier tools to develop customized plans that align with your unique financial goals.
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Design • Grow • Protect
At Global View Capital Advisors in North Carolina, we take the time listen, share ideas, and see if we’re a good fit to work closely together to design, grow, and protect your wealth through the generations. Call us at (336) 745-8060, email us at letsconnect@gvcaponline.com, or send us a message here.
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Global View Capital Advisors
North Carolina
Design • Grow • Protect
301 North Main St., 24th Floor – Suite 2443
Winston Salem, NC 27101-3885
