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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.