Benjamin Lucas Email & Phone Number

I am a fully licensed financial advisor in Boston, MA. At McAdam, we work far beyond the traditional aspects of financial planning. Unlike most advisors, we go beyond your personal and financial life. We also consider an additional, more important driver of your financial picture - your profession. With one of the largest fiduciary financial networks in the country, our integrated platform of service and experience, helps bring your financial picture into better focus.I specialize in assisting my clients in the following key areas of financial planning:✓ Examining Present Situation - Net Worth & Cash Flow✓ Employer Benefits Analysis - NQSO, ISO, RSUs, Deferred Compensation, Pensions, 401k, etc.✓ Retirement Planning - Wealth Accumulation and Efficient Spend Down Strategies ✓ College Education Planning✓ Advanced Tax Strategies ✓ Succession Planning and Business Owner Services✓ Estate Legacy Planning✓ Insurance Needs Analysis ✓ Repositioning Old Accounts, Rollovers, RebalancingPlease reach out at (857) 449-1612 or at ben.lucas@mcadamfa.com

Listed skills include Leadership, Microsoft Word, Microsoft Excel, Communication, and 2 others.

• 

  Providence College

  Cum Laude