Lucas Financial Services, Inc.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Thanks for visiting,

Brad & Mary Lucas

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

More Newsletters →

About Us

1 Chick Springs Rd., Ste. 206
Greenville, SC 29609

Phone: 864-271-0917
Fax: 864-271-8890

blucas@cfiemail.com
Map and Directions

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.
Videos

Short animations that focus on a variety of financial topics.
Flipbooks

These magazine-style flipbooks provide helpful information.

Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer and Registered Investment Advisor, Member FINRA and SIPC. Lucas Financial Services, Inc. is not affiliated with Centaurus Financial, Inc.

This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Florida, Georgia, Maryland, Michigan, New Mexico, North Carolina, Pennsylvania, Texas and South Carolina.