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 Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here are six flags that may make your tax return prime for an IRS audit.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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 some key concepts to understand when investing for retirement
What does your home really cost?
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?
When should you take your Social Security benefit?