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. 
Helpful Content
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Bull and Bear Go To Market
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A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
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This article examines one's options when receiving a work bonus or other financial windfalls.
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Five strategies for managing your student debt.
Your Shifting Risk Tolerance
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Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!