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
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Business Cycle
How will you weather the ups and downs of the business cycle?