Edick Lucas, CFP®, ChFC®, CLU®
Edick Lucas and Concierge Financial Planning Group (FPG) is Dedicated to Empowering Business Owners on Retirement Benefit Decisions for Themselves and Their Employees.
As a business owner, customer service is important to you. At Concierge FPG, you will receive exceptional service and personal support. We specialize in helping you design the right Retirement Plan Solution for you and your employees — which includes administration, compliance and monitoring retirement plan health. We also support your employees’ retirement readiness. Together, we can empower your employees to understand the retirement plan and help achieve greater financial wellness.
After the Retirement Plan receives a clean bill of health, Concierge FPG can help with additional planning needs:
- Employee Benefits: Group Benefits, Healthcare, Long-Term Care, Disability Income
- Executive Compensation: Key Employee Retention, Deferred Compensation, Optimize Retirement Plan
- Business Succession: Exit Planning, Buy/Sell Agreement
- Entity Planning: Business Valuation, Taxes, Risk Management
- Estate and Asset Protection Strategies
- Personal Accumulation and Investment Planning: Savings, Portfolio Analysis, Education Funding
No one strategy fits everyone, which is why every business and every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to develop a strategy that addresses your unique financial goals and objectives.