Carl Lucas / Founder 

Carl Lucas is a local resident of Mississippi and has over 23 years of experience in helping his clients navigate the ever changing landscape of their senior benefits. 

 

Carl holds a license to do business in Mississippi, Louisiana, Alabama, Florida, Ohio, and Texas with certificates from the National Institute of Certified Estate Planners (CEP), and Long Term Care Consultant (CLTC).  Carl is extremely knowledgeable in the Insurance and Estate Planning field and maintains that knowledge through both continued education and his professional certifications.

 

He specializes in helping clients with their Medicare benefits, Social Security benefits, Long-Term Care planning, Annuities, Asset Preservation and Income Planning. He works closely with Law & Tax professionals. They often retain his services to help analyze and advise their clients on their specific individual Estate planning needs. 

Carl resides with his wife Francesca and young son Race in Ocean Springs Mississippi with his local office on the Gulf Coast.

 

He enjoys golfing and fishing in his free time.