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.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Five strategies for managing your student debt.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The item most homeowners forget on their home improvement project checklist is insurance.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Women must be ready to spend, on average, more years in retirement than men.
What if instead of buying that vacation home, you invested the money?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.