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@conciergefpg.com
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6 phones found area 407, 484, and 215
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LinkedIn matched
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Edick Lucas, Cfp®, Clu®, Chfc® is listed as Guiding Business Owners to help them make smarter decisions on their Retirement Plans and Employee Benefits. at Concierge Financial Planning Group, based in Greater Orlando, United States, United States. AeroLeads shows a work email signal at conciergefpg.com, phone signal with area code 407, 484, 215, and a matched LinkedIn profile for Edick Lucas, Cfp®, Clu®, Chfc®.
Edick Lucas, Cfp®, Clu®, Chfc® previously worked as A CERTIFIED FINANCIAL PLANNER™ Professional and President/Founder at Concierge Financial Planning Group and A CERTIFIED FINANCIAL PLANNER™ Professional and Regional Vice President at Baystate Financial Services. Edick Lucas, Cfp®, Clu®, Chfc® holds Cfp, Financial Planning from College For Financial Planning.
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AeroLeads found 1 current-domain work email signal for Edick Lucas, Cfp®, Clu®, Chfc®. Compare company email patterns before reaching out.
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.
Listed skills include Strategic Financial Planning, Life Insurance, Wealth Management, Estate Planning, and 13 others.
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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.
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.
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.
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.
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Edick Lucas, Cfp®, Clu®, Chfc® works for Concierge Financial Planning Group.
Edick Lucas, Cfp®, Clu®, Chfc® is listed as Guiding Business Owners to help them make smarter decisions on their Retirement Plans and Employee Benefits. at Concierge Financial Planning Group.
AeroLeads has found 1 work email signal at @conciergefpg.com for Edick Lucas, Cfp®, Clu®, Chfc® at Concierge Financial Planning Group.
AeroLeads has found 6 phone signal(s) with area code 407, 484, 215 for Edick Lucas, Cfp®, Clu®, Chfc® at Concierge Financial Planning Group.
Edick Lucas, Cfp®, Clu®, Chfc® is based in Greater Orlando, United States, United States while working with Concierge Financial Planning Group.
Edick Lucas, Cfp®, Clu®, Chfc® has worked for Concierge Financial Planning Group, Baystate Financial Services, Penn Mutual, 1St Global Capital Corporation, Dallas, Tx, and National Life Group.
You can use AeroLeads to view verified contact signals for Edick Lucas, Cfp®, Clu®, Chfc® at Concierge Financial Planning Group, including work email, phone, and LinkedIn data when available.
Edick Lucas, Cfp®, Clu®, Chfc® holds Cfp, Financial Planning from College For Financial Planning.
Edick Lucas, Cfp®, Clu®, Chfc® is listed with skills including Strategic Financial Planning, Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, and Financial Services.
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