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 History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
These food myths will really put a drain on your wallet.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Protect yourself against the damage that your homeowners policy doesn’t cover.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?