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. 
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
The Anatomy of an Index
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Getting a Head Start on College Savings
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Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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The Financial Literacy Crisis
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And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.