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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

College Funding

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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.