Scheduling an appointment
Schedule your consultation today to book a time to meet with an advisor. You will work with a LOCAL advocate to personalize a plan that takes your goals and turns them into reality. Whether you would like to learn about new rules that may affect your retirement or need information on products, this is the best way to achieve independant success. Simply click the BOOK NOW link in the top right of this page to book today!
About
Lucky Duck Retirement
At Lucky Duck, we strive to ensure you always have a personal relationship with a LOCAL agent who truly understands your needs. Our goal is to provide thoughtful, reliable solutions that meet your financial and lifestyle needs today and throughout the rest of your retirement. We offer insurance solutions such as; health and life products, mortgage protection, retirement income planning, short and long-term care policies, and are proud to partner with local charities. For more information you can email luckyduckretirement@gmail.com or call us at 540.481.0664
Client Reviews
“Very helpful, detailed, and proffesional. I was unsure what I needed to do when it came to retirement and Medicare. Phil made sure to get to know me and help me find the right plan for me”
—Jeffrey S.“After meeting with my agent I felt relieved knowing I had someone close by that I could call with any questions that may pop up. 5 stars!”
— Lauren P.“I recommend Lucky Duck to anyone that needs help with retirement. Phil was very organized and really cares about his clients. I couldn’t believe what all he took care of. I know I can count on him and his team to keep me up to date with all the changes that come with Medicare.”
— Bruce B.