Lucas Financial Services, Inc.
When you begin working with Lucas Financial Services, Inc., you have, essentially retained your own personal Chief Financial Officer. We can assist with your accumulation, distribution and estate planning as well as education and retirement funding. We can work together with your attorneys and accountants to form a team that is more efficient than working with any one of us individually. Thus, our collaborative approach can help you achieve better results.
As an independent firm, we are able to offer an extensive selection of solutions from principal providers around the country. This enables us to custom tailor your plan according to your needs and goals, not by quotas or commissions. This assures our clients are getting truly objective advice.