Financial Planning - Columbus, Ohio - Lucas Financial Services Inc

 

 Discover The System We Use to Keep Our Clients Financial Profiles On Track

Wealth Management System Presentation

We do not look exclusively at the rate of return when approaching the financial planning process. We strive to go deeper with our clients to best find solutions that will facilitate the type of lifestyle they desire. Helping people make the most of their financial resources and effective financial decision making to reach the goal of what is most important - living a happy, rewarding, low stress, financially secure life.

Scott Lucas, RFC, ChFC 
 

 
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

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