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Welcome to Lucas Wealth and Insurance Planning!

We are doing something new in 2024!

We have partnered with my long-time friend and fellow financial advisor, David Simeone, and created a new company, Firm Foundations Financial Group LLC.

While there, you will see who it is we are, what we do and why we do it. The whole team would love the opportunity to help put you on a financial Firm Foundation!

If you are here to register for one of our Medicare Workshops, you can find that direct link here.

© 2024 Lucas Wealth & Insurance Planning