Generations X and Y (born between the early 60s and late 90s) are in the accumulation phase of their lives. These are the years focused on earning and advancement. These are also among the busiest years of a person’s life both at work and at home. During these years, it can be tempting to avoid a deep consideration of your financial future. However, these years are a critical window in achieving your long term success. You have decades of working years ahead of you. Make them work for you.

At Lucas Group Financial Advisors, we are ready to help you make the most of the many wealth-building years that lie ahead. We’ll show you how to realistically balance short- and long-term goals, aggressively minimize debt, invest while you’re young, and patiently let long-term market growth do the rest of the heavy lifting for you.