Lucca Insurance Services

There can be no friendship without confidence and no confidence without integrity - Samuel Johnson

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Insuring Your College Student

Before leaving for college, be sure your student has his/her insurance needs (medical, auto, personal property) addressed.

Monetary Policy Update

How the Federal Reserve's monetary policies influence interest rates, economic growth, and inflation.

HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch

Understanding what robo advisors do, how they do it, and their limitations versus what a human advisor can offer.

The Pros and Cons of Financing Options

Common types of financing that might be available to help small businesses expand or cover operating expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck