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Rick Lucas
Nestegg Wealth Advisors

Tel: 972-412-6064
3521 Main St Ste.
Ste 101
Rowlett, TX 75088
Nestegg Wealth Advisors | Financial Advisor in Rowlett ,TX

About Rick Lucas

Rick Lucas has been assisting investors since 2002. He has advised retirees of Fortune 500 companies as well as business owners, government employees and teachers in matters of retirement and estate planning. Being a Registered Investment Advisor, Rick serves in a fiduciary role to all his clients while educating them on a new way to think about money and investing.

Rick has also developed a specialty in working with clients who want to grow and protect their wealth in a tax efficient manner and ensure their money lasts. Over the years, Rick has helped his clients use different strategies to create lifetime income, as well as strategies that can help reduce the impacts of income taxes, taxes on social security, and estate taxes. He also incorporates estate planning to protect clients assets and by-pass probate by working closely with a network of CPA's and Attorneys.

Rick has completed Advanced IRA Distribution Expert training and is recognized as an Ed Slott trained expert advisor. (Ed Slott is a nationally recognized IRA expert, and was listed in the Wall Street Journal as 'The best source of IRA advice.')


About Nestegg Wealth Advisors

Here at Nestegg Wealth Advisors, we have access to current strategies for preservation of assets as well as the tools and products that support those strategies. We focus on strategies that offer protection of assets, opportunities to earn credited interest, and the ability to create a guaranteed lifetime income. We provide information, products and strategies geared specifically to the needs of people in and near retirement.

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General Information

Firm Start Year:   2014
No.of Employees:   2-4
States Licensed in:   TX
Number of Years with Current Firm:   7
Work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided:   Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types:   Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Annuities, Stocks, Insurance, Options & Futures, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Our Office, Your Home, Video Conference, Via Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Long Term Care, Life

Firm Information

Assets Managed by Advisor:   26,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Flat Fee, Hourly, Based on Assets

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Disclaimer

Investment Advisory Services offered through Nestegg Wealth Advisors, LLC a Registered Investment Advisor. Insurance services offered through Nestegg Retirement Group, LLC. Nestegg Retirement Group and Nestegg Wealth Advisors are affiliated companies.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 10:00 AM - 4:00 PM

Compensation Arrangements

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