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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.   

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Please Leave Home Without It

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Estimate your monthly and annual income from various IRA types.

Historical Inflation

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This questionnaire will help determine your tolerance for investment risk.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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When do you need a will? The answer is easy: Right Now.

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

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