Edick Lucas, Cfp®, Clu®, Chfc® Email and Phone Number
Edick Lucas, Cfp®, Clu®, Chfc® work email
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Edick Lucas, Cfp®, Clu®, Chfc® personal email
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Edick Lucas, Cfp®, Clu®, Chfc® phone numbers
With over 25 years of industry experience, I’m in tune with the issues critical to the success of business owners and their employees. As the President and Founder of Concierge Financial Planning Group, I provide direction to my clients so they can make important retirement benefit decisions and achieve greater financial wellness. As a RESOURCE TO BUSINESS OWNERS, we counsel them in creating customized benefit plan solutions – from basic 401(k) plans to complex executive retirement plans. Our PROCESS, our service model, and support by our Business Partners (Product sponsors and TPAs), is to help make all operational functions and Retirement Plan processes better. We aim to make a plan sponsor's life easier and give them back time.We also focus on EMPLOYEE FINANCIAL WELLNESS AND RETIREMENT READINESS, which urges employees to better understand their options and make smarter financial decisions. In addition to PERIODIC RETIREMENT PLAN CHECKUPS, We also help business owner clients with other planning needs: • EMPLOYEE BENEFITS: Group Benefits, Healthcare, Long-Term Care, Disability Income• EXECUTIVE COMPENSATION: Key Employee Retention, Deferred Compensation, Optimize Retirement Plan • BUSINESS SUCCESSION: Exit Planning, Buy/Sell Agreement• ESTATE AND ASSET PROTECTION STRATEGIES• PERSONAL ACCUMULATION AND INVESTMENT PLANNING: Savings, Portfolio Analysis, Education FundingI have been married for 35 years and we have 2 wonderful children. Family is important and is the reason I do what I do. I have a passion for travel and the outdoors. I love working with, helping, and educating people. My goal is to help my clients enjoy living a better life by providing ongoing advice and direction in all areas of their financial lives.
Concierge Financial Planning Group
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A Certified Financial Planner™ Professional And President/FounderConcierge Financial Planning Group 2014 - PresentAltamonte Springs, Florida, UsAs 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.
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A Certified Financial Planner™ Professional And Regional Vice PresidentBaystate Financial Services 2012 - 2013Boston, Ma, Usa, UsI 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. -
Regional Director And A Certified Financial Planner™ ProfessionalPenn Mutual 2004 - 2012Horsham, Pa, UsI 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. -
Bms Director Of Financial Services And A Certified Financial Planner™ Professional1St Global Capital Corporation, Dallas, Tx 2001 - 2004I 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.
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Independent Life Insurance Agent And A Certified Financial Planner™ ProfessionalNational Life Group 2000 - 2001Montpelier, Vt, UsI 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. -
Financial PlannerMetlife 1997 - 2000New York, Ny, UsI 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. -
Financial Planner And ManagerAxa 1987 - 1997Paris, Fr, FrI 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.
Edick Lucas, Cfp®, Clu®, Chfc® Skills
Edick Lucas, Cfp®, Clu®, Chfc® Education Details
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College For Financial PlanningFinancial Planning -
The American College Of Financial ServicesInsurance And Financial Services
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Miami Dade CollegeAccounting / Finance
Frequently Asked Questions about Edick Lucas, Cfp®, Clu®, Chfc®
What company does Edick Lucas, Cfp®, Clu®, Chfc® work for?
Edick Lucas, Cfp®, Clu®, Chfc® works for Concierge Financial Planning Group
What is Edick Lucas, Cfp®, Clu®, Chfc®'s role at the current company?
Edick Lucas, Cfp®, Clu®, Chfc®'s current role is Guiding Business Owners to help them make smarter decisions on their Retirement Plans and Employee Benefits..
What is Edick Lucas, Cfp®, Clu®, Chfc®'s email address?
Edick Lucas, Cfp®, Clu®, Chfc®'s email address is lu****@****ual.com
What is Edick Lucas, Cfp®, Clu®, Chfc®'s direct phone number?
Edick Lucas, Cfp®, Clu®, Chfc®'s direct phone number is +140781*****
What schools did Edick Lucas, Cfp®, Clu®, Chfc® attend?
Edick Lucas, Cfp®, Clu®, Chfc® attended College For Financial Planning, The American College Of Financial Services, Miami Dade College.
What are some of Edick Lucas, Cfp®, Clu®, Chfc®'s interests?
Edick Lucas, Cfp®, Clu®, Chfc® has interest in Taking Up Biking, Outdoor Sports, Cooking, Golfing.
What skills is Edick Lucas, Cfp®, Clu®, Chfc® known for?
Edick Lucas, Cfp®, Clu®, Chfc® has skills like Strategic Financial Planning, Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, Financial Services, Term Life Insurance, Long Term Care, Mutual Funds, Disability Income Insurance.
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