Lucas Financial Services
Lucas Financial Services, Inc. offers personalized financial management advice to minimize clients' financial concerns and increase their financial security.
About
At Lucas Financial Services, Inc., we have a straightforward mission: Provide Personalized Financial Management Advice that minimizes our client’s financial concerns and increases their level of financial security. We understand that every client has unique needs and goals. O
ur role is to help you make intelligent, well-informed decisions about the management of your money. This results in our client’s experiencing greater financial independence.
Services
Financial Planning
Comprehensive Financial Planning can be a complex and time-consuming undertaking. However, it is necessary to insure success in your financial health. We can make this process easier and help you reach your goals by providing the following services: Retirement Accumulation Planning (Pre-retirement), Retirement Income Analysis (Post-retirement), Education Funding Strategies, Cash Flow Analysis, Develop and Review Your Estate Plan, Establish a Charitable Giving Program.
Investment Advisory
Help you develop investment strategies and disciplines, providing risk tolerance and suitability analysis to determine goals, outline best options, and achieve success even with volatile market conditions. Assistance includes Asset Allocation, Money Manager Selection, Asset Management, Performance Reporting, IRA Rollover, Account Consolidation, and Limited Engagement services.
Risk Management
Offer insurance coverage including Life Insurance, Disability Income Insurance, Long Term Care Insurance, and Individual Health Savings Plans (HSA). Utilize an extensive selection of carriers with competitive underwriting, classifications, and case management to provide the most competitive and cost-effective solutions. Review existing coverage to determine adequacy for family protection.
Business Retirement Plans
Help companies review options, establish cost-conscious plans tailored to specific needs, determine competitive plan fees, review investment options within the plan, and encourage participation through educational meetings.
Group Health Insurance
Help companies sort through health insurance options, find the most cost-effective solution, and provide benefits that employees desire.
