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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Mastering Mobile Lingo
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Required Reading: The Economic Report of the President
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Credit Card Payoff
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Estimate how much home may fit within your budget based on income and expenses.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.