top of page

Welcome to Lucas Wealth & Retirement Strategies

Partnering with you as you move into RETIREMENT!

Congratulations for taking the next step in preparing for retirement! 


Whether you are 25 or 65+

You are looking for solid RETIREMENT PLANNING STRATEGIES with simple explanations!


Jessie-Jo Lucas of Lucas Wealth & Retirement Strategies has been providing our clients in the greater Houston area with first-class investment, medicare, retirement planning and social security maximization.   We take care of all of your Strategic retirement needs so you don't have to, leaving you free to focus on the RETIREMENT YOU ALWAYS DREAMED OF!

Annuity expert Jessie jo.png
Jessie + Michael Lucas Aegis June Vegas Conference-7460.jpg

Jessie-Jo and Michael Lucas
All About Us

Your Trusted Retirement Partners!  

Last year alone we taught over 1500 individuals about the LATEST and BEST TOOLS for RETIREMENT and we taught them all over Greater Houston and Central Florida!  WE are very PROUD of the impact we are having on everyone by giving them tools for retirement.  WE have partnered and given dozens of seminars at the top tier retirement communities around Houston and Central Florida including Bonterra, Dell Webb, White Oak Villas, and Cypress Lakes!  


 Lucas Wealth & Retirement Strategies provides unparalleled personalized retirement services to a broad range of clients across the Greater Houston and NOW THE CENTRAL FLORIDA area. We are your licensed fiduciaries in Insurance and alternative investments such as ANNUITIES, TAX FREE GROWTH, and as well as Life Insurance.  We are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. We are ready and able to serve and guide along your path to success.

Contact Us

21 Waterway Av. Suite 300 The Woodlands, TX 77380


  • Facebook

©2024 by Lucas Wealth & Retirement Strategies. 

Financial Analyst
bottom of page