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2008's Retirement
Confidence Survey by EBRI states that 49% of U.S. Workers have saved
less than $25,000 for Retirement. At Lucas Financial Services we
plan to grow that number with one of our six services.
Financial
Planning Service:
Comprehensive Financial Planning can be a
complex and time consuming undertaking however necessary to insure
success in your financial health. We can make this process easier
and help you reach your goals by providing the following services:
- Retirement Accumulation Planning
(Pre-retirement)
- Retirement Income Analysis
(Post-retirement)
- Education Funding Strategies
- Cash Flow Analysis
- Develop and Review Your Estate Plan
- Established a Charitable Giving Program
Investment Advisory Service:
We can help you develop investment
strategies and disciplines, by providing risk tolerance and
suitability analysis. These stepping stones will help determine
your goals, outline the best options that fit your needs and help
you achieve success even with volatile market conditions. We can
provide assistance with:
- Asset Allocation
- Money Manager Selection
- Asset Management
- Performance Reporting
- IRA Rollover
- Account Consolidation
Limited Engagement Services:
This service is designed to help you with
short-term planning and is provided on an hourly fee basis.
Risk Management Services
As independent agents, we offer insurance coverage including
- Life Insurance
- Disability Income Insurance
- Long Term Care
- Individual Health Savings Plans (HSA)
We are able to use an extensive selection
of carriers that utilize competitive underwriting, classifications
and case management to provide you the most competitive and cost
effective solution. We will also provide a review of your
existing coverage to determine whether your coverage is adequate to
insure for your family's protection.
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