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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
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There are common mistakes you can avoid when saving for retirement.
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Learn about the rise of Impact Investing and how it may benefit you.
Important items to consider when purchasing condo insurance.
Get ready to enjoy America’s national park system with this helpful article.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
If you died, what would happen to your email archives, social profiles and online accounts?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?
When should you take your Social Security benefit?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.