Comprehensive Financial Planning

Offering a robust line of productsto meet your personal and business needs

Helping you achieve financial security

people harvesting money from a tree

We help individuals and families, business owners, and non-profit organizations to build, preserve, and transfer wealth. Our affiliated firm, Lucas Group Financial Advisors, will assess your financial goals and the options available to you. We will present you with the information needed to make educated decisions, so you can feel confident that you’re on the right track. Our financial advisors will work with your Lucas Group accountant to review all recommendations through a tax planning lens – saving money on taxes means more money for you or your heirs.

Let us help you achieve your financial goals. We support you in the following areas:

  • Asset allocation and investment management
  • Social security optimization
  • Retirement planning and cash flow management
  • Divorce financial analysis
  • Estate planning
  • Family protection and risk management