Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® Email and Phone Number
Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® work email
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Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® personal email
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Attorneys, physicians, and professional athletes face unique financial challenges due to their demandingcareers and specific wealth management needs. Balancing immediate income with long-term financialgoals, managing risk while growing assets, and navigating the complexities of insurance and securitiesproducts often feels overwhelming, leaving little room to focus on what matters most – their families.These concerns can be transformed into a manageable, clear plan with tailored strategies and expertguidance. Here are some essential steps that professionals like you can take to manage these financialdemands better:Diversify your financial portfolio: Integrate insurance and securities products that align with your short-and long-term goals. A balanced approach helps ensure you’re covered for both today’s needs andtomorrow’s opportunities.Leverage tax-efficient strategies: Work with our team to develop a plan that optimizes your taxposition, helping you retain more of your income and invest it wisely.Assess risk with professional-grade tools: Use advanced financial products tailored to your field toensure adequate protection while maximizing growth potential.Plan for career-specific financial milestones: Whether you’re preparing for retirement, transitioning to anew firm, or negotiating a high-value contract, targeted financial planning can help you stay ahead ofthe curve.Review and adjust regularly: Consistent financial check-ups ensure your plan stays aligned with yourevolving career and personal life, adapting to changes in income, family dynamics, and marketconditions.Over the years, we at Prove Wealth Advisors have found that a team approach is the most effectivemethod to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Whether you’re starting with your financial planning or have already established yourwealth growth plans, we specialize in helping professionals like you easily navigate these complexities.By offering unique financial strategies, we provide the tools and guidance necessary to help you achieveyour goals. Our client-centered approach ensures that your financial plan is as dynamic as your career,allowing you to focus on your work while we take care of your financial well-being.If you would like to explore how my process could benefit your future, then let’s chat. Whether or notwe partner, I am confident that our call will be full of insights and actionable steps to help you achieveyour goals.Contact me:luke@provewealth.com | 305-613-6260
Manifest Wealth Management
View- Website:
- manifestwealthmgt.com
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Founder And CeoManifest Wealth ManagementTampa, Fl, Us -
PartnerProve Wealth Advisors Aug 2024 - PresentLife is one big puzzle. Each element of your finances is just another puzzle piece. My goal is to help make the pieces fit together, so that you can step back and see the bigger picture.I’m a new Partner and Financial Planner with Prove Wealth Advisors. I started my career as a taxattorney with experience in estate planning and bankruptcy. After working with clients on two differentends of the financial spectrum, I realized that everyone needs true financial planning, no matter theirfinancial situation.My job is to make intricate financial concepts easy for clients to understand and implement. I aim toeducate clients on their opportunities to protect their families and grow their wealth.Coming from a small town with limited opportunities, I’ve made the most of every opportunity toexpand my education and elevate myself. After high school, I earned an academic scholarship to theUniversity of North Carolina at Chapel Hill. After obtaining my bachelor’s degree, the next opportunityled me to Florida, where I earned my Juris Doctorate at Florida A&M University College of Law. After passing the Florida Bar in 2014, I continued my education at the University of Miami’s School of Law, where I received a Master’s in Tax Law.I was born and raised in the small town of Moorhead, Mississippi. There, I learned the importance offamily and being financially sound. I also saw firsthand how strategic planning can make a hugedifference in someone’s future. I now live in Tampa, FL, with my wife Vanessa, our two children, Ace andAva, and our dog, Jordan. -
PartnerProve Wealth Advisors Aug 2024 - PresentLinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to thispage by or about HTK associated persons, are not endorsed by, and may not represent the views of HTKor any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation.Always consult your own tax, legal, or financial professional for advice with your personal circumstances.Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org.600 Dresher Road, Horsham, PA 19044, 800-873-7637, www.htk.com. Prove Wealth Advisors isunaffiliated with HTK. -
Financial AdvisorNorthwestern Mutual Sep 2018 - Aug 2024Milwaukee, Wi, UsProviding Comprehensive Financial Planning for Professionals and their Families※ Investments※ Tax-Efficient Strategies※ Estate Planning Review※ Budgeting※ Retirement Planning※ Life Insurance※ Disability Income Insurance※ Annuities※ Long Term Care Planning -
Tax ExpertIntuit Jan 2019 - Apr 2022Mountain View, California, Us※ Providing Federal and State tax return preparation assistance -
Tax AttorneyTrue Partners Consulting Aug 2016 - Aug 2018Chicago, Illinois, Us※State, Federal, and International Tax Compliance for Large Corporations, Partnerships, and High Net-Worth Individuals※Work on site for client who is one of the premier International Investment Corporations※Sales Tax Analysis※Audit Defense※Tax Law Research -
Tax AttorneyBaker Mckenzie Jan 2015 - Jul 2016Chicago, Il, Us※Corporate Law※Executed Wills and Trusts while taking into consideration the Estate, Gift, and Generation-Skipping Tax※Provided Research & Strategic Tax Planning -
Staff AttorneyFti Consulting Aug 2014 - Aug 2015Washington, Dc, Us※Compliance for Mergers & Acquisitions cases among others -
Associate AttorneyDiaz And Associates, Llp Aug 2014 - Feb 2015※Bankruptcy※Tax Law※Estate Planning※Probate
Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® Skills
Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® Education Details
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University Of Miami School Of LawTax Law/Taxation -
Florida Agricultural And Mechanical UniversityDoctor Of Law - Jd -
University Of North Carolina At Chapel HillPolitical Science And Government
Frequently Asked Questions about Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp®
What company does Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® work for?
Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® works for Manifest Wealth Management
What is Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp®'s role at the current company?
Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp®'s current role is Founder and CEO.
What is Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp®'s email address?
Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp®'s email address is lu****@****uit.com
What schools did Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® attend?
Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® attended University Of Miami School Of Law, Florida Agricultural And Mechanical University, University Of North Carolina At Chapel Hill.
What skills is Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® known for?
Lukendric A. Washington J.D./Ll.M/Cfp®/Ricp® has skills like Public Speaking, Microsoft Office, Customer Service, Legal Assistance, Leadership, Management, Microsoft Word, Tax, Strategic Planning, Project Management, Research, Mediation.
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