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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
An inside look at how marginal income tax brackets work.
For many, retirement includes contributing their time and talents to an organization in need.
Tips to avoid checking in luggage on your next vacation.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
What kind of auto insurance should you have? Do you know?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
Investors seeking world investments can choose between global and international funds. What's the difference?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know how to set up your financial goals for success? This knight does.
Here’s a crash course on saving for college.
All about how missing the best market days (or the worst!) might affect your portfolio.