Contact Information

Jonathan Mazur, president of Dallas, Texas-based companies Luke Financial and Zachary Financial focuses his efforts on wealth accumulation, asset preservation and income planning with an emphasis on client education.

Jonathan focuses on:

• Protecting and shielding your assets
• Optimizing accumulation and distribution planning
• Roth IRA strategies

Areas of Specialty

Asset Preservation
Income Planning
Legacy Planning
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care 

Licenses, Certifications, Education, and Affiliations

Designations:  RFC, ChFEBC, CFEd, MBA
Insurance Licenses:   Life & Health
Security Licenses:   6, 62, 63, 65

Charges to Clients for Services

Fee based on percentage of assets managed

My Association with the Office or Firm

Owner/President

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