Zega Investments, LLC

About

Luckinbill Financial Advisors — Winterset, Iowa Independent Financial Advisor · Winterset, Iowa Retirement planning built to hold up — not just grow up. I help Iowa families within 10 years of retirement build strategies that grow when markets rise and don't collapse when they don't. Plain talk, no jargon, and a phone number you can actually call. Schedule a Free Consultation Get the Free Guide Why families work with me ✓ 27 years in risk management Corporate background — I understand what can go wrong ✓ Affiliated with ZEGA Investments SEC-registered RIA with institutional-grade hedged strategies ✓ Focused on pre-retirees retirees Ages 50–65 with $250K+ in investable assets ✓ Iowa-based. Locally available. Serving Madison County and surrounding communities What I Do Services built around your retirement 🛡️ Hedged Investment Management ZEGA's Buy Hedge strategies capture 65–80% of market upside while limiting downside losses to roughly 8–10% in any 12-month period. Growth with a built-in seatbelt. 📋 Retirement Income Planning We map out how your Social Security, savings, and investments work together to produce reliable income — and stress-test that plan against real market scenarios. 💼 Life Long-Term Care Insurance The right insurance completes a retirement plan. I help clients evaluate traditional LTC, hybrid policies, and life insurance options that fit their situation and budget. 📊 Tax-Smart Retirement Strategies Iowa's retirement income exemption, Roth conversions, R

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