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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Edick Lucas, CFP®, ChFC®, CLU®


(407) 339-1594


Edick, an independent financial planner, assists individuals, business owners, and their families in listing and prioritizing their financial goals and interests. Through working in the financial service industry for over 25 years,...
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Christopher Lucas

Client Service Associate



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