Team 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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe 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® President (407) 339-1594 407-339-8225 firstname.lastname@example.org 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,... Read more Christopher Lucas Client Service Associate 407-339-1594 407-339-8225 CLucas@securitiesmail.com TBD Client Relations Associate 407-339-1594 407-339-8225 Yvonne Pena Employee Benefits Specialist 407-339-1594 407-339-8225 Have a Question? Name Email Question Thank you! Oops!