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Gregory A. Lucas, CFP®

Lucas Group Financial Planners, Inc.

1545 River Park Dr
Ste 401
Sacramento, CA 95815-4614
Phone: (916) 921-9220

Toll-free: (800) 925-8227

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Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.