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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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
College Savings
See how much you may need to save now to cover future college costs for your child.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Forecast
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Surprises
Making the most of surprises is a great reason to work with us.
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What is your plan for health care during retirement?