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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Compare different mortgage term lengths side by side to find the option that fits your budget.
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Estimate how much you may earn over your working years based on your current income.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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The Power of Tax-Deferred Growth
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With alternative investments, it’s critical to sort through the complexity.
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Do you know how to set up your financial goals for success? This knight does.
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$1 million in a diversified portfolio could help finance part of your retirement.
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.