LucasianWM

Lucasian Wealth Management. Securities offered through United Planners Financial Services, Member FINRA/SIPC.

[LucasianWM @LucasianWM]

"Opportunity is missed by most people because it is dressed in overalls and looks like work. " Thomas A. Edison

We can help you with the hard work of #financialplanning #reitrementplanning, and #investments so you can #reitre and enjoy life.

[LucasianWM @LucasianWM]

Does this weather we have been having getting you in the dumps? Want to retire someplace warm, but dont have a plan? Then be sure to contact us to learn more and get help with the plan.

[LucasianWM @LucasianWM]

You are the reason we come to work each day, and it is your goals and dreams we strive to achieve.

#financialadvisor #investments #financialplanner #stocks #Retirementplan #financialplan #401k #RothIRA

[LucasianWM @LucasianWM]

We treasure the relationships we have with our clients and look forward to the future as we walk along with you on your financial journey.

#financialadvisor #investments #financialplanner #stocks #Retirementplan #financialplan #401k #RothIRA

[LucasianWM @LucasianWM]

We want you to feel as comfortable with our conversations about your financial goals as you would when sitting down to dinner at your own table.

#financialadvisor #investments #financialplanner #stocks #Retirementplan #financialplan #401k #RothIRA

[LucasianWM @LucasianWM]

What does your retirement plan look like? You dont have one? Then, please reach out to us today to schedule your appointment. Our number is 515-292-2020.
#financialadvisor #investments #financialplanner #stocks #Retirementplan #financialplan #401k #RothIRA

[LucasianWM @LucasianWM]

Life can throw a curve ball, it is what you do that helps determine the outcome. Are you going to watch it pass, or are you going to choke up on the bat and crowd the plate so you can hit it out of the park. Let Lucasian Wealth Management help hit your retirement out of the park.

[LucasianWM @LucasianWM]

The question of the day: would you rather pay taxes on the seed packets before you plant or would you rather pay taxes with the crops you harvest? You would want to know the % you are being taxed correctly? Let’s sit down and discuss this.
#financialadvisor

[LucasianWM @LucasianWM]

Let's meet the Lucasian Wealth Management Team:
Lucas Bielfelt is the Owner and Senior Advisor of Lucasian Wealth Management.
Ben Grotzke is the Business Development Manager and oversees the day to day operations of the company.
#financialadvisor #Retirementplan #financialplan

[LucasianWM @LucasianWM]

No matter how prepared you think you are, an unexpected event shows up and sets you back and it is important to be prepared financially. I mean who wants to work until they are 100 years old? It is important to sit down and discuss your needs and help plan for the future!

[LucasianWM @LucasianWM]

What are you doing today to prepare for tomorrow? Are you properly planning for the future? Do you even know where to start? If you answered “ I don't know or no” then we should chat.
Please contact us to schedule a time! 515-292-2020

[LucasianWM @LucasianWM]

“If you think the market’s 'too high' wait 'til you see it 20 years from now.”
-- Nick Murray

[LucasianWM @LucasianWM]

“A budget tells us what what we can’t afford, but it doesn’t stop us from buying it.” William Feather’s thought reminds us that it is important to have a plan in place to help save for retirement and not spend it all. Contact us for a free consultation today!
#financialplanner

[LucasianWM @LucasianWM]

“The best advice that I can offer is that being proactive and a careful planner is key. Think about the major things that could shake up your financial life, and I'll bet there are some great ways to protect yourself.” --Alexa Von Tobel

[LucasianWM @LucasianWM]

What is your retirement plan? What, it's the lottery? Why not contact us to help get your retirement plan in order. Please call our office at 515-292-2020 to schedule a meeting.
#financialadvisor #investments #financialplanner #Retirementplan #financialplan #401k #RothIRA

[LucasianWM @LucasianWM]

“Beware of little expenses. A small leak will sink a great ship.” These words by Benjamin Franklin are important to know and remember when you are planning for retirement.
#financialadvisor #investments #financialplanner #stocks #Retirementplan #financialplan #401k #RothIRA

[LucasianWM @LucasianWM]

Whether we are meeting in our offices, a client’s home, or an executive board room, we have the “dinner table” mentality. We want you to feel as comfortable with our conversations about your financial goals as you would when sitting down to dinner at your own table.

[LucasianWM @LucasianWM]

Our advice process is driven by the clients and is for the clients. We have the tools to help you reach your goals, but it is your unique situation that helps us shape the path to success.
#financialadvisor #investments #stocks #Retirementplan #financialplan #401k #RothIRA

[LucasianWM @LucasianWM]

Our advisor-client relationships are partnerships. We sit on the same side of the table together as we clarify and establish your goals, draw out the road-map to the desired outcome, and realize the success together.
#financialadvisor #investments #Retirementplan #financialplan

[LucasianWM @LucasianWM]

At Lucasian Wealth Management, our focus is on the clients. You are the reason we come to work each day, and it is your goals and dreams we strive to achieve.

#financialadvisor #investments #financialplanner #stocks #investments #Retirementplan #financialplan #401k #RothIRA