As an individual or family with seasoned perspective, you know what you want out of life – during your career as well as onward into retirement. But for all your experience, you may be unsure of just where you stand and what it will take you to get where you want to go. 

How much is enough?  What do you need in order to be financially secure? Do you need to work longer, save more, or spend less? Maybe you want to keep your fingers in your career on a part-time basis? Are your dreaming about a second career? Or maybe you really are positioned to relax and enjoy the view.  If you are part of a couple, are your visions for retirement in synch? Are your risks, legacy plans and philanthropic goals covered?

At Lucas Group Financial Advisors, we don’t just manage your money. With advisors on our team that have successfully retired from previous careers, we understand the questions in front of you and want to help you make the most of your wealth.