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.
Determine your potential long-term care needs and how long your current assets might last.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Calculating your potential Social Security benefit is a three-step process.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
There are four very good reasons to start investing. Do you know what they are?
Explore the growing influence women wield over the economy with this handy infographic.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When you retire, how will you treat your next chapter?
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you have causes that you want to support with donations?
A special needs trust helps care for a special needs child when you’re gone.