Edick Lucas, Cfp®, Clu®, Chfc® Email & Phone Number

Altamonte Springs, Florida, Us

As an independent Financial Planner*, I partner with each client to learn their unique financial story, goals and concerns to create a personalized Financial Plan (either comprehensive or a single planning area). At Concierge Financial Planning Group (FPG), I specialize in Retirement Planning and Financial Wellness. I help my business owner clients and their employees understand their options to improve financial wellness and enhance retirement readiness, so they are empowered to take greater control of their financial lives. At Concierge FPG, as our name implies, we deliver exceptional service and unparalleled support to provide you with a greater sense of confidence in your financial future. *Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Concierge Financial Planning Group is Independent of CFGS.

Boston, Ma, Usa, Us

I collaborated with individuals, business owners and their families to identify financial goals and objectives. Through a unique and custom process, I reviewed and analyzed each client’s information and recommended financial planning options. I developed and implemented a comprehensive plan to help my clients achieve financial wellness.

Horsham, Pa, Us

I partnered with Independent Insurance Agents in the State of Florida to identify financial solutions (including life insurance and wealth management products) that best fit their individual client needs. I also assisted Independent Agents with their business owner responsibilities, including strategic planning, operations, and business development. These successful activities with financial professional business owners grew the Florida Region from $1,600,000 to $5,000,000.

I assisted financial professionals with designing financial plans for challenging client needs. I also partnered with accounting and legal professionals to provide appropriate wealth management solutions to their clients. I helped these professionals grow their businesses by expanding market success.

Montpelier, Vt, Us

I helped individuals, business owners and their families to identify their financial goals and objectives. I recommended customized action plans to address those financial needs. Many of the relationships established during this time at National Life have continued to thrive and are now clients with Concierge FPG.

New York, Ny, Us

I specialized in designing and implementing comprehensive financial plans for executives and business owners. I also provided retirement preparedness and financial wellness education to the employees of numerous institutional clients; including Disney and Harris Corporation. Several of these client relationships from my tenure at MetLife are now well-established Concierge FPG clients.

Paris, Fr, Fr

I supported financial professionals in the agency with their clients’ planning needs. This included identifying and recommending financial solutions aligned to the clients’ objectives and goals. This role helped me gain important industry insights, learn financial and retirement plan expertise and how to implement the best practices I learned from leading local advisors. I also contributed to improving overall agency performance through Operations, Training, and Recruiting initiatives and responsibilities.

Cfp, Financial Planning

Clu/Chfc, Insurance And Financial Services

Accounting / Finance