Keith M. Lucas, CFP, APMA

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Keith M. Lucas, CFP, APMA Private Wealth Advisor at Ameriprise Financial Services, LLC

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Great companies don't happen by accident.Ameriprise Financial was named one of Newsweek's America's Greatest Companies o...
10/18/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

10/14/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

10/11/2026

Doing the right thing for clients is always the right choice.

+15.4%​Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​​While past pe...
10/07/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

CD rates may look tempting, but inflation has historically wiped out their gains—leaving investors with less than they s...
10/04/2026

CD rates may look tempting, but inflation has historically wiped out their gains—leaving investors with less than they started. Before locking in, make sure your money is working as hard as you are. Reach out to discuss more potentially effective strategies.

As advisors, we seek to help clients maximize their Social Security benefits by highlighting information needed to do so...
09/30/2026

As advisors, we seek to help clients maximize their Social Security benefits by highlighting information needed to do so. Making informed decisions about timing can have a significant impact on retirement income.

How can I help support your needs?

09/27/2026

A solid financial plan helps — but regular check-ins keep you on track. Want to get started? Contact me to learn how we can put these tips into practice.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
09/23/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
09/20/2026

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
09/16/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

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56 Metric Drive
Tallmadge, OH
44278

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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