Broker Check
The Facts About Income Tax When Do You Need a Will? Retiring the 4% Rule Where Is the Market Headed? Inflation and Your Portfolio

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

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

First Year of Retirement: What to Expect

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

 

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

View all articles arrow

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

College Savings

See how much you may need to save now to cover future college costs for your child.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

View all calculators arrow

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Surprises

Making the most of surprises is a great reason to work with us.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

View all videos arrow