Dimensional is a family of funds across asset classes. For more than 30 years, it has been translating compelling research into practical investment solutions for clients. We often find that Dimensional funds allow us to best target specific investment factors to achieve client financial goals. Though we receive no commissions from Dimensional for using their funds in client portfolios, we often select their products to best fit our client’s interests.
Schwab Institutional serves as the custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney to execute trades, accounts are held in your name.
Lucas Group Financial Advisors is a subsidiary of the Lucas Group and has an affiliation with Lucas Group CPAs, a firm with locations in Freeport and Rockford, Illinois. The professionals there have the experience and in-depth understanding of complex tax rules and regulations. They are a valuable partner that provides expert estate and tax planning to both our individual and business clients.