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
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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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.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Rightsizing for Retirement
What does your home really cost?