As a Financial Planner, Lucas services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial
position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Lucas can identify solutions for specific needs or build
and implement a financial plan that can help put them in the best position to succeed.
“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority. “ -Lucas
CA Insurance License #4273040