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.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Second marriages are a trigger event to revisit any existing estate strategies.
Marriage changes everything, including your insurance needs.
Here’s a guide to explain all the parts of Medicare.
Four vacation destinations you might never have thought of.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.
There are three things to consider before dipping into retirement savings to pay for college.