Build
401(k), IRA & TSP Rollovers
Create a strategy for your old 401(k), IRA, or eligible TSP account. Compare leaving assets in place, transferring, and rolling over, with attention to fees, taxes, protections, and your retirement goals.
Lucas Group / Financial Services
Build Wealth With Clarity.
Plan Your Legacy With Confidence.
Financial planning, protection, and wealth strategies designed to help individuals and families make informed decisions about their future.
Talibah Lucas, Founder of Lucas Group
About Lucas Group
Financial guidance built around the life you're building.
Lucas Group is a financial services agency focused on helping individuals and families protect their income, build tax-advantaged wealth, and plan a lasting legacy.
We bring protection, growth, and legacy planning into one clear conversation, so every decision supports the next.
Talibah Lucas, Founder
Meet Our FounderBuild / Protect / Legacy
A strategy for every chapter.
01
Build
Give your future a foundation.
Bring your retirement, savings, and family goals into one thoughtful strategy.
Retirement • Rollovers • Family banking • College funding
02
Protect
Protect what you’ve worked for.
Prepare for uncertainty with protection built around your family and your business.
Income protection • Life insurance • Living benefits • Care
03
Legacy
Make the next chapter count.
Plan how your values and wealth can carry forward to the people who matter.
Estate planning resources • Wealth transfer • Generational wealth
Start with what matters most.
All services
Protect
Market Loss & Income Protection
Explore market protection and income strategies, including their trade-offs, to help align your savings with your comfort with risk.
Build
Tax-Advantaged Retirement
Explore strategies that may complement your retirement savings and offer tax advantages, with a clear understanding of costs, eligibility, and long-term commitments.
Protect
Life Insurance
Protect the people who depend on you. Compare term life coverage and return-of-premium options, including eligibility, policy costs, exclusions, and the conditions for any premium return.
Protect
Business Owner Strategies
Protect your business and plan for its next chapter. Explore coverage, succession considerations, and owner strategies that reflect your business structure and long-term goals.
Legacy
Estate & Legacy Planning
Build a thoughtful plan for what you want to pass forward. Explore wealth transfer strategies and trust and will resources alongside qualified legal and tax professionals.
Wealth isn't only what you build. It's what you're able to protect, enjoy, and pass forward.
The Lucas Approach
A clear process.
A personal approach.
01Build
Build with intention.
Start with your goals and explore tax-aware strategies aligned with your future.
02Protect
Protect what matters.
Consider coverage for your income, home, and family that fits how you actually live.
03Legacy
Plan what comes next.
Plan what passes forward with your family, values, and wishes in mind.
Client Experience
Why families choose Lucas Group
Personal guidance. Thoughtful choices. A future built around your family.
Pedro & Chariany GonzalezPersonal Guidance
Strategies built around individual goals.
Protection + Growth
Planning that considers today and tomorrow.
Legacy Focused
Helping families think beyond one generation.
Private Consultation
Let's Talk About Your Financial Future.
Explore your options with a Lucas Group professional and take the next step with clarity.
A conversation centered on your goals, your family, and what matters to you.
Start with a financial review.
Choose a time to talk, or ask our team to contact you.