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Name
Scott Lucas
Bio
Scott Lucas and his wife Shari live in Greensburg, PA, serving the Pittsburgh area at-large. Scott is a CERTIFIED FINANCIAL PLANNER™️(CFP®️) and a Certified Kingdom Advisor®️ (CKA®️). He served as the Executive Vice President with his previous firm and has been advising clients in financial affairs and helping people transition into Medicare for over 18 years.
Scott’s passions are his faith and the relationships that God brings into his circle of influence. He understands that he is a steward of these relationships and enjoys working with people in designing their financial plans and serving them by seeking to answer some of life’s most difficult questions as they relate to finances and healthcare.
So, if you have a question that is Medicare-related, Scott would be a great resource. Or if you are nearing retirement and want to know what to do with a 401K rollover or have an annuity or life insurance question, these are all areas that Scott has been working with people on for many years.
Feel free to reach out to Scott either via email at slucas@firmfoundationsgroup.com or phone at 724-875-2202.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Lucas Wealth and Insurance planning is not affiliated with the cfd companies.
Scott’s passions are his faith and the relationships that God brings into his circle of influence. He understands that he is a steward of these relationships and enjoys working with people in designing their financial plans and serving them by seeking to answer some of life’s most difficult questions as they relate to finances and healthcare.
So, if you have a question that is Medicare-related, Scott would be a great resource. Or if you are nearing retirement and want to know what to do with a 401K rollover or have an annuity or life insurance question, these are all areas that Scott has been working with people on for many years.
Feel free to reach out to Scott either via email at slucas@firmfoundationsgroup.com or phone at 724-875-2202.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Lucas Wealth and Insurance planning is not affiliated with the cfd companies.
