Garland, Texas, United States
Rick Lucas has been assisting investors since 2002. He has advised retirees of Fortune 500 companies as well as business owners, government employees and teachers in matters of retirement and estate planning. Being a Registered Investment Advisor, Rick serves in a fiduciary role to all his clients while educating them on a new way to think about money and investing. Rick has also developed a specialty in working with clients who want to grow and protect their wealth in a tax efficient manner and ensure their money lasts. Over the years, Rick has helped his clients use different strategies to create lifetime income, reduce income taxes, taxes on social security, and estate taxes. He also incorporates estate planning to protect clients assets and by-pass probate by working closely with a network of CPA’s and Attorneys. Rick has completed Advanced IRA Distribution Expert training and is recognized as an Ed Slott trained expert advisor. (Ed Slott is a nationally recognized IRA expert, and was listed in the Wall Street Journal as “The best source of IRA advice.”) Investment Advisory Services offered through Nestegg Wealth Advisors, LLC a Registered Investment Advisor. Insurance services offered through Nestegg Retirement Group, LLC. Nestegg Retirement Group and Nestegg Wealth Advisors are affiliated companies. Specialties: Retirement planning, IRA planning, Income planning, Risk Tolerance
Assist individuals and small business owners in planning for retirement and assuring they have enough money to make it through retirement in a tax advantageous way.
Assist individuals and small business owners in planning for retirement and assuring they have enough money to make it through retirement in a tax advantageous way.