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Fabic/Lukas Wealth Management Group
Fabic/Lukas Wealth Management Group is an experienced team led by Paul Lukas & Todd Fabic with over 45 years combined experience. The Fabic/Lukas team includes their Private Client Assistant Melinda Smith, operations manager Jill Frick as well as a host of other financial and estate planning specialists. Paul & Todd have worked closely with successful individuals and institutional clients in the Tri-State area to help them work towards their financial needs and goals. In their careers, they have endured three of the worst financial markets in history while helping their clients accumulate and grow their wealth as well as properly transition it to future generations. Collectively, their individual, non-profit, municipal, and corporate clients have entrusted over a quarter of a billion dollars to their team’s oversight. They are extremely proud of the many instances of client relationships spanning multiple generations. New clients of their practice typically have a half a million or more of investable assets. The majority of their clients employ comprehensive financial planning and engage them on a flat advisory fee for complete transparency. This professional investment advisory approach is critical to their mission, as they seek to deliver prudent and personalized investment and financial planning advice to each new generation of their clients.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.