Helping build your financial future
Discover The System We Use to Keep Our Clients Financial Profiles On Track
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. Our 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.
Lucas Financial Services, Inc.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It's important to understand the pros and cons when considering a prepaid debit card.
Do you know where the idea of “retirement” comes from?
Here are 4 great, and sometimes unexpected, places to raise a family.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
One of the most common questions people ask about Social Security is when they should start taking benefits.
How to help determine life insurance needs to provide for your family after you pass away.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know how to set up your financial goals for success? This knight does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How do the markets usually react to elections? Was the 2016 election any different?
Even low inflation rates can pose a threat to investment returns.