Lucas Group was started in Freeport in 2010 as Beggin Tipp Lamm CPAs to help individuals with tax planning and preparation services. Over the following few years, two other accounting practices were acquired in order to add an audit division as well as payroll and other business solutions. This also expanded the firm into Rockford.
By 2014, the partners realized that clients were looking to them for additional financial advice. Therefore, BTL Capital Management was established to add investment and portfolio management services. When the firm re-branded as Lucas Group in 2019, this became Lucas Group Financial Advisors. That same year, Lucas Group acquired an additional wealth management firm in Rockford, which added expertise in estate planning and insurance services.
Today, Lucas Group Financial Advisors offers full-service financial planning to clients in both Rockford and Freeport. Our goal is to help our clients reach their lifestyle goals - for their life and business today, for retirement, and for their families. Financial planning is the means by which we match financial resources to these goals to help our clients live the life they aspire to. Working with our accounting division, we are also able to add a tax planning perspective - it's not just how much you make, but how much you keep after taxes that matters!
Click here to learn more about our team members.
