Keith M. Lucas, CFP, APMA

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

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
09/02/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starti...
08/30/2026

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP

08/26/2026

Is “Buy Now, Pay Later” (BNPL) hiding consumer debt? Credit card debt is at an all-time high (but historically low as a percentage of consumer income), but an evaluation of consumer exposure to the BNPL space suggests that it offers a very modest level of additional burden. Read more in this report from the Ameriprise Investment Research Group.

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connec...
08/23/2026

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connect to discuss solutions that help keep your plans moving forward.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
08/19/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

When financial decisions aren’t shared, the role of guidance can become even more meaningful.Ameriprise Financial resear...
08/16/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
08/12/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
08/09/2026

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

08/05/2026

While an employment report released last week provided mixed messages, other measures of employment conditions reflect a somewhat stronger story: third-party data shows a fairly stable and good jobs picture for June and nonfarm payrolls are likely to be revised higher in the coming months. Learn more in this report from the Ameriprise Investment Research Group.

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know...
08/03/2026

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.

Address

56 Metric Drive
Tallmadge, OH
44278

Opening Hours

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

Alerts

Be the first to know and let us send you an email when Keith M. Lucas, CFP, APMA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share