Financial Planning

A custom-tailored plan

When your future financial security is at stake, nothing is more important than the development of a custom-tailored financial plan that reflects your current circumstances, concerns, goals, and time horizons. A financial plan is your roadmap to a bright, secure financial future.

How does your current financial plan stack up? We can help you determine if you are on track to achieve your goals. We can identify weaknesses and recommend alternatives that will increase your odds of success. We can help you make any necessary revisions. We can help you implement your new and improved plan.

We know you are busy in your profession, running a business, or being retired. It can be difficult to focus on big-picture goals when you are dealing with the challenges of everyday life. That’s where our best practices can help you:

  • Set realistic financial goals
  • Control your spending
  • Determine your time horizons
  • Prepare for the unexpected
  • Produce a realistic financial plan
  • Stay on track with periodic reviews and adjustments

Because we consider every Lucas Capital Management client unique, you can rest assured the custom-tailored plan we produce for you will reflect your current situation and future requirements. Plus, the plan will evolve with the ever-changing market conditions that impact the investment of your assets.