Lucas Group Financial Planners

We are a team of Certified Financial Planner licensees and qualified planning staff. We provide simple, proven strategies that seek to help our clients make the most of their money while they pursue their goals. We specialize in providing investment and tax advice for clients seeking financial independence and security.

You likely have several financial planning pieces in place-you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning, but chances are each of these pieces was developed independently and at different times in your life.