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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Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Track your monthly income and expenses to get a clearer view of your cash flow.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Estimate the potential monthly income your IRA balance could generate in retirement.
How Much Do I Need To Retire?
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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.