Mutual Funds vs ETFs

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Lucas Group Financial Planners

1545 River Park Dr. Ste. 401 Sacramento, CA 95815

916-921-9220

Investment advisory services offered through Lucas Group Financial Planners, Inc. a Registered Investment Advisor.

Form ADV Part 2A - Disclosure Brochure - 2025

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

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