H K Heise - Regal Investment Advisors

Lucas Group Financial Advisors, located in Rockford, IL, specializes in creating comprehensive financial plans for clients, emphasizing a personalized and collaborative approach. With a focus on tax planning and evidence-based investing, the firm operates independently, guiding clients toward achieving their financial goals through meaningful relationships and tailored strategies.

The team consists of experienced professionals, including Certified Public Accountants and Certified Financial Planners, who are committed to helping clients build and protect wealth for future generations. With a minimum investment requirement and the option for fee-based planning services, Lucas Group aims to provide valuable financial insights while prioritizing the unique needs of each client.

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