Lucas Capital Management specializes in helping professionals plan their financial futures and accumulate the wealth they need to achieve their life goals. By providing financial planning and investment management, together, we can help our clients get on track and stay on track.
Our advice and services will vary based on the type of work they do and their financial circumstances. They may have similar goals, but there can be major differences based on age, current circumstances, tolerance for risk, and short, intermediate, and long-term goals.
Some of the most frequent challenges that we encounter include:
- Lack of financial plan with specific goals
- A general lack of time, so finances may be disorganized
- No disciplined savings strategy
- Excessive debt that impacts retirement lifestyles
- No firm retirement date
- No plan that includes the cost of living after retirement
- No savings for children’s college educations
We will help you get organized, make the right decisions, and feel more confident about your financial future.