THE LIGHTHOUSE PLANNING COMPANY MISSION STATEMENT
Lucas holds a true desire to understand the client and help them meet their needs. His expertise is designing client strategies and thinking outside of the box when it comes to financial solutions.
Honest and caring, Lucas makes it a priority to always put clients’ needs first, driven by his inclination to live out his potential of helping others. As a CFP® professional, he feels most proud when he receives a compliment from one of his clients because he knows he’s done his best taking unclear scenarios and shedding a light on them, giving them confidence in their financial futures.
Lucas enjoys getting to know his clients and is a true believer that their needs come first, and that products are just the tools to get them there, not the focus of the strategy conversation.
He earned his bachelor’s in public relations from the University of Central Arkansas and holds his Series 66 securities license in multiple states. Lucas is also licensed in life, health, property, and casualty insurance.
Outside of the office, you can find Lucas serving at his church, running and spending time with his wife and children.
Finances can be hard; thinking through decisions about real estate transactions, saving your hard earned money, protecting your assets and income, then bringing it all together in a financial plan is what we do. You make the decision; we help along the way. Feel free to use us for one or all of our services, you'll be glad you did.
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Investment Advisory Services offered through CreativeOne Wealth, LLC, A Registered Investment Adviser. The Lighthouse Planning Company, The Lighthouse Insurance Company, The Lighthouse Realty Company, and Lighthouse Planning Partners are not affiliated with CreativeOne Wealth, LLC.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
We are a financial services firm helping clients create financial and retirement strategies through the use of insurance and investment products and services. We are not affiliated with any government agency, and do not provide tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state.