At Lucas Wealth Strategies, we believe a teamwork approach with our clients adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
As experienced professionals, we have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Wealth Advisor / Owner of Lucas Wealth Strategies
Patricia Lucas is the owner of Lucas Wealth Strategies. Patricia's financial experience and use of various investment strategies along with her ability to listen and communicate with her clients are ideal attributes for a wealth manager.