Lindahl Lucas
CEO @Lucas Insurance Services
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WORK HISTORY
CEO @Lucas Insurance Services
President and team leader of proactive and dynamic total protection team, teaching families and businesses how to properly protect everything they work so hard for. Our agency is licensed in 5 states. Author of 2 books on Retirement and Insurance, founding member of the \"National Society of Agents for Consumer Education\", National speaker on various insurance matters, Workers Compensation Adviser. Our goal is to provide our clients safety and protection for all of the things that matter most to them in this world and be the premier Independent Agency in our area. FINANCIAL SERVICES DIVISIONRetirement Income Planning, Tax Free Retirement Programs, Life, Annuities, Key Man Coverage, Mortgage Protection etc.BUSINESS SERVICES DIVISIONCommercial Insurance Advocate for small to large business, General Liability, Workers Compensation, EPLI, Construction 50mm+, Contractors All Classes*PERSONAL LINES DIVISION, Auto. Home. Personal insurance coverage\'s
EDUCATION
California Lutheran University
Bachelor of Arts (BA), Business Administration and Management, General
SKILLS
ABOUT LINDAHL LUCAS
With over 30 years in financial services, I help individuals and families protect what they’ve earned, grow what they’ve saved, and simplify what can otherwise be a complicated process.At Avinci Wealth, we combine investment planning, tax strategy, insurance, and estate solutions into one clear, integrated approach — because real results come from more than just picking products. They come from building a plan that works across every stage of life.My clients know me as The Retirement Engineer — someone who doesn’t rely on guesswork or generic advice. I help solve problems that many advisors avoid: income planning, Roth conversion strategies, tax mitigation, and legacy transfer with precision and clarity.Over three decades, I’ve built a reputation for long-term client relationships, trust, and results. In the spirit of transparency, I want to address something that may appear in public records: Over a decade ago, an employee of my insurance agency — who had maintained her license for 12 years — allowed it to lapse unintentionally. As the principal of the agency, I was held responsible by the Department of Insurance. It was a compliance matter, completely unrelated to investment accounts or client assets, and was fully resolved.I mention it because I believe trust starts with openness — and I’m proud of the reputation I’ve earned by doing what’s right for my clients, even when no one’s looking.If you\'re looking for a seasoned advisor who leads with integrity and strategy — not sales — I’d welcome a conversation.
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