Individuals and Families

Goal-Driven Financial Planning

At Lucas Capital, we know you’re busy.  It can be hard to focus on big-picture goals as you deal with everyday life.  That’s where we can help.

Using our comprehensive financial planning, we:

Understand what you really want to achieve in the future
Determine exactly where you’re starting from
Devise a plan to get you from here to there
Help you stay on track to achieve your goals

Customized Portfolio Management

The recent trend in automated robot-driven asset management will not account for your individual needs.  The “one size fits all” portfolios of the brand name  money managers may leave you with too much risk at the wrong time.

Our portfolio strategy helps to grow and preserve wealth over the long-run, as well as ensure your investments are aligned with your life goals. At Lucas Capital, we emphasize the importance of diversification as a guide to ensure your investments are properly allocated among various sectors. A diverse portfolio allows you to minimize the risk associated with market volatility. Our team at Lucas is dedicated to understanding your financial situation and making an investment plan customized to your specific needs.

There are thousands of Exchange Traded Funds (ETF) and mutual funds available to you with a wide range of expenses and objectives. Through extensive research, we analyze all available products to ensure you are invested in the highest quality and best value products to maximize your wealth.

More importantly, your investments are managed in-house by our experts.  There’s no outsourcing to people you never meet.  Instead, we’re always available to help explain your investments in plain English, so you feel comfortable with how your money is being managed.  

Specialized Financial Needs

Lucas Capital helps people with more complex financial lives.  If you’re a business owner, you probably run into situations where you’re evaluating various options.  While you and your professionals may be looking at the impact on your business, at Lucas Capital we will be looking at the impact on your personal financial situation.  That’s the value-added benefit our team brings.

Or, maybe you’re an executive who has been offered another job.  While you can look at the personal side of it, our team can help you evaluate the opportunity.  Our team of experts will sit down with you and provide advice and analysis to help support you in making the best decision possible.

All of this analysis and consulting is available for no extra charge; it’s simply part of the service we provide to all of our clients.

Learn more about why we’re different.

Lucas Capital helps people with more complex financial lives.

Check Your Financial Health

Schedule a free, no-strings-attached retirement checkup today.