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.
Helpful Content
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Insurance Needs Assessment: When You're Newly Married
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How Stocks Work
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Putting a Price Tag On Your Health
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Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Estimate total wedding costs and see how different choices affect your overall budget.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.