Lucas Retirement Group
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Estate Planning

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Estate Planning

  • Experienced Advisors married to Sophisticated Tools and support teams to develop optimal estate protection and planning strategies
  • Over 45 institutions competing for design, ratings, and value to your unique needs
  • Estate protection, tax planning, and wealth transfer strategies
  • Pension Maximization
  • Executive Section 162 and like plans
  • Special Needs estate planning for family beneficiaries

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Lucas Retirement Group
42211 N. 41st Dr., Suite A101
Phoenix, AZ 85086
Micheal Lucas
(623) 252-8241
[email protected]

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Lucas Retirement Group. All Right Reserved. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier | Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC registered investment adviser
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