Financial Planning Service:         
Comprehensive Financial Planning can be a complex and time consuming undertaking however necessary to insure success in your financial health. We can make this process easier and help you reach your goals by providing the following services:

•      Retirement Accumulation Planning (Pre-retirement)
•      Retirement Income Analysis (Post-retirement)
•      Education Funding Strategies
•      Cash Flow Analysis
•      Develop and Review Your Estate Plan
•      Established a Charitable Giving Program

•  Asset Allocation
•  Money Manager Selection
•  Asset Management 
•  Performance Reporting 
•  IRA Rollover 
•  Account Consolidation

• Life Insurance
• Disability Income Insurance 
• Long Term Care
• Individual Health Savings Plans (HSA)

We are able to use an extensive selection of carriers that utilize competitive underwriting, classifications and case management to provide you the most competitive and cost effective solution.  We will also provide a review of your existing coverage to determine whether your coverage is adequate to insure for your family's protection. 

We do not look exclusively at the rate of return when approaching the financial planning process. We strive to go deeper with our clients to best find solutions that will facilitate the type of lifestyle they desire. Helping people make the most of their financial resources and effective financial decision making to reach the goal of what is important - living a happy, rewarding, low stress, financially secure life."

•  Review options and establish a cost conscience plan that is custom tailored to your specifics needs 

•  Determine if your existing plan fees are competitive and reasonable.

• Review the investment options within the plan and provide recommendations. 

• Encourage participation in the plan by conducting educational meetings.

Group Health Insurance
When selecting health insurance, it is important to find a health plan that best fits your business needs. We will help your Company sort through the options, find a the most cost effective solution and provide the benefits that employees desire.

Our Firm

Scott A. Lucas, RFC, ChFC 
Scott’s broad background and experience with many aspects of financial planning allow him to take a comprehensive approach to wealth management.  One of his key roles is to assist clients in making well-informed decisions about their money matters. He feels that this results in a feeling of greater security and financial independence.  

With over 22 years experience in the financial services industry, Scott has assisted his clients through many major life changes including education funding, retirement planning, divorce and loss of a spouse.

Scott graduated from The Ohio State University with a Bachelor of Science in Business Administration (BSBA) and is a member of the Financial Planning Association (FPA), Read more about Scott Lucas HERE

Brent Wagner
Brent has joined Lucas Financial Services as our Account Manager. He has a B.S. in Financial Management from Ohio State University, and is currently pursuing an MBA (specializing in Finance) from Keller Graduate School of Management.