Updated November 20, 2023
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Lucas Group Financial Planners

Investment Advisor Firm
Total assets under management$250M
Years in business6+

About Lucas Group Financial Planners

Lucas Group Financial Planners is a financial advisory company comprised of a team of certified financial planner (CFP) licensees and qualified planning staff. The company aims to provide simple, proven strategies that help clients maximize their finances and achieve their goals.

One area of expertise for Lucas Group Financial Planners is personal income tax planning. They have the knowledge and experience to identify tax-saving approaches for each client's unique situation. Unlike some firms that only focus on tax preparation during tax season, the Lucas Group works with clients throughout the year to ensure ongoing tax planning and optimization.

The company offers a wide range of portfolio management and financial planning solutions tailored to meet individual needs, goals, and life stages. Their approach revolves around a clear, well-defined, and objective process. This ensures that clients receive personalized advice based on their specific circumstances.

Lucas Group Financial Planners also addresses various wealth management issues commonly faced by clients. These issues may include retirement planning, investment management, risk management, estate planning, education funding, and more. By understanding each client's financial situation and aspirations, the Lucas Group can provide guidance on these matters.

Overall, the Lucas Group aims to empower its clients with the knowledge and strategies needed to make informed financial decisions. Through personalized attention throughout the year and a comprehensive approach to wealth management, they strive to help individuals effectively navigate their financial journey while pursuing their goals.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization
  4. Portfolio Management
  5. Wealth Management

More about Lucas Group Financial Planners

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1301633

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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