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Who We Serve

Simplifying Complex Financial Lives

Our primary types of clients are individuals and families who are seeking planning and investment services that will help them achieve their most important life goals.

Our clients have a variety of backgrounds and financial circumstances. For example, we serve:

  • Pre and Post Retirees
  • Executives
  • Professionals
  • Business Owners
  • Individuals and Families

Everyone’s personal goals are unique. We have helped people trying to achieve:

  • Financial security during their working years
  • Funding college educations for their children
  • Enhancing their current lifestyles
  • Retiring in their 50s
  • Living the way they want to during retirement
  • Supporting charities that they believe in
  • Transferring a maximum amount of assets to heirs

Many of our business owner clients also use our 401(k) consulting and administration services.

Business 401(k) Plans

Many of our clients are business owners who sponsor pension plans for their employees. As business owners, they know attracting and retaining high-quality employees requires...

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Individuals & Families

We know our clients are busy professionals, executives, business owners, and retirees. Each client has their own set of circumstances, concerns, and goals. It is...

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Business Owners

The professionals at Lucas Capital Management are business owners, so we understand the many unique financial challenges that face the owners of new and established...

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Professionals

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...

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Executives

Lucas Capital Management specializes in providing sophisticated planning and investment services to business executives. The principals of Lucas Capital Management have been corporate executives and...

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Pre & Post Retirees

A lot of planning goes into the years immediately before our clients plan to retire from their careers, professions, or businesses. Initially, we assess the...

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Check Your Financial Health

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