Lucas Beatty
MBA
Helping people be wise with money so they can live generously.
State(s) Licensed: CA Insurance Lic. #0M95328, FL, GA, KS, KY, LA, MA, NC, NY, OH, SC, TN, TX, VA, WI, WV
609 South New Hope Rd. Ste. 101
Gastonia, NC 28054
Helping people be wise with money so they can live generously.
State(s) Licensed: CA Insurance Lic. #0M95328, FL, GA, KS, KY, LA, MA, NC, NY, OH, SC, TN, TX, VA, WI, WV
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, my team and I will draw on our industry expertise to help you map out a path to a more secure financial future.
Areas I focus on:
- Holistic Financial Planning
- Investments & Wealth Building
- Tax Planning & Efficiency
- Estate Planning
- Life Insurance & Protection Planning
Locations I serve: Gastonia, Charlotte, Belmont, Lincolnton, Shelby, Fort Mill, Hickory, Dallas, Statesville, Mooresville, Davidson, Concord, Mt. Holly, and surrounding areas. I also offer virtual appointments for North Carolina, South Carolina, Georgia, Florida, Virginia, California, Wisconsin, West Virginia and Tennessee.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Gastonia Office
- Phone:
- 704-525-2657