Edick Lucas, a seasoned CERTIFIED FINANCIAL PLANNER™ Professional with over 25 years of industry experience, serves as the President and Founder of Concierge Financial Planning Group. His extensive background equips him with a profound understanding of the financial challenges faced by business owners and their...
Edick Lucas, a seasoned CERTIFIED FINANCIAL PLANNER™ Professional with over 25 years of industry experience, serves as the President and Founder of Concierge Financial Planning Group. His extensive background equips him with a profound understanding of the financial challenges faced by business owners and their employees. At Concierge Financial Planning Group, Edick is dedicated to empowering clients through tailored financial strategies that address their unique circumstances. He specializes in Retirement Planning and Financial Wellness, guiding clients in making informed decisions regarding 401(k) retirement savings plans, investments, and wealth management.
One of Edick's key projects involves developing comprehensive retirement benefit solutions that not only enhance the financial security of business owners but also foster a culture of financial wellness among their employees. By leveraging his expertise in mutual funds, fixed annuities, and long-term care insurance, Edick crafts personalized financial plans that align with each client's goals and concerns. His approach is rooted in collaboration, as he partners closely with clients to uncover their financial narratives and aspirations.
In addition to his focus on retirement planning, Edick is committed to educating clients about the importance of disability income insurance and term life insurance, ensuring they are well-prepared for life's uncertainties. His holistic perspective on financial planning, combined with a passion for helping others achieve their financial dreams, positions Edick Lucas as a trusted advisor and leader in the financial planning industry. Through Concierge Financial Planning Group, he continues to make a significant impact, enabling clients to navigate their financial journeys with confidence and clarity.
