Luke Britt
Partner, CRI Advisors, LLC | Practice Director - Advanced Planning & Business Services, Level Four Group, LLC
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Luke serves as the Practice Director of Advanced Planning for Level Four Group, LLC. He helps to solve complex financial planning issues for successful business owners, executives, and families by coordinating with their existing advisory team to design tailored strategies that achieve their desired outcome. Luke traditionally works in areas like estate planning, business exit and transition planning, executive benefits and employee retention, tax planning, life insurance, and retirement. He is proud to provide advice to his clients on complex planning issues without the obligation of purchasing services.
Years of Experience
16
Education
Criswell College, Bachelor’s
Professional Credentials
Certified Exit Planning Advisor (CEPA)
Chartered Life Underwriter (CLU)
Life, Accident, and Health and Variable Contracts Insurance Agent
Series 65–Uniform Investment Advisor
Retirement Income Certified Professional (RICP)