Lucas Wealth and Insurance Planning is a fee-only, independent wealth advisory firm of Beacon Wealth Consultants, Inc. that provides comprehensive wealth management services in addition to our Medicare advice and Medicare carrier selection. Our fiduciary responsibility is of the upmost importance to us and we strive to deliver exceptional advice with superior service to our clients. With over 13 years of experience in the financial services industry, we are equipped to come alongside our clients and provide them the guidance they need when navigating major financial life decisions.
We acknowledge that God owns it all and therefore, endeavor to invest our money and handle our finances in a responsible way that reflects that truth. To that end, our clients appreciate that their investments are closely aligned with their values through the Biblically Responsible Investing utilized in Beacon’s Lightpoint Portfolios™ which are GIPS (Global Investment Performance Standards) verified, holding to the industry’s most stringent compliance standards and measurements. Clients know that the performance information they receive on their investments are sound and true.
Our True Wealth Solution™ is designed to clear the path in front of clients and to establish a strategic plan in their financial lives. Through collaboration, we then work together to clarify where they are currently, where they would like to go and how to get there. Together we create a road map to remove much of the uncertainty that often permeates financial planning.
Our plans often address the entire range of a person’s financial concerns including:
Our clients appreciate the Biblically wise counsel they receive when they engage us as their financial advisor. If you feel that you could benefit from our services, we would be delighted to have the opportunity to meet with you.
Please reach out here today!