859-655-5225

Trent Lucas

Principal

We live by the Legacy L’s: Lifelong Relationships, Long Term Commitments, Lean on us, Lay the Foundation, Live your passions, Local, Leading Edge, Launch your Legacy.

859-655-5272
Trent Lucas

Get To Know Trent

Trent has the wonderful ability of not knowing a stranger. He prides himself on being humble, along with having a sense of humor to create strong, lasting relationships to help build a solid foundation for Legacy.

Personal Finance Experience & Education

Early on I realized that our industry and clients where going to demand a plan that provided solutions and just not the sale of products. My Dad, Ken Lucas provided me with a strong foundation in the life insurance business. I took that foundation and combined my knowledge with Paul Sartori and Mike Maisel to found Legacy to be a well rounded planning first shop. As a Partner I help my firm find new clients who desire to coordinate and simplify their financial lives. At Legacy Financial we believe that where your treasure is, there your heart is also. We begin by talking about those things close to your heart so that we can help you create your financial plan. The Legacy L’s are combined with precision and calculation to create one-of-a-kind solutions. Local, Leading Edge, Long term commitments, Lifelong Relationships, Lean on us, Lay the Foundation, Live your passions, Launch your Legacy.

I also enjoy and seek the challenge of putting together complex life insurance designs for wealthy families. I am currently a board member of Partners Financial. Partners Financial is made up of life insurance professionals from around the country. Our members “idea share” so that we are always on top of the best planning techniques. Because our firm and Partners Financial does a lot of business with the top life insurance carriers I am able to sit on the Advisory Boards of Pacific Life, Nationwide and John Hancock. This gives Legacy access to get the best life insurance packages for our clients.

 

Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants