Lucas Dancy-Cabeal Financial Advisor

Lucas Dancy-Cabeal Financial Advisor I specialize in financial and insurance services for business owners and high-income professionals.

02/23/2026

Learn how the 50/30/20 budget rule can streamline your finances. Discover how to balance needs and wants while prioritizing long-term saving and investing goals.

11/26/2025

Use this reference tool for quick access to key retirement plan and IRA limits for 2024 and 2025.

10/31/2025

How to fight the shrinking dollar in retirement.

10/24/2025

Time in retirement may be your most valuable asset.

10/20/2025

It may not seem like a lot to invest, but $10,000 is enough to jump-start your retirement savings. Here's steps on how to do it.

10/10/2025

What's the difference between a direct and indirect rollover?

10/03/2025

Advisers usually recommend a direct transfer when consolidating an IRA because of its simplicity, but there are sometimes good reasons to do a 60-day rollover.

09/24/2025

When retirement is right around the corner, you might find yourself thinking a lot about your retirement savings. How does what you have saved compare to other people your age? And how much do you really need for retirement?

09/19/2025

Leaving a 401(k) at a former employer could shrink your nest egg. These steps could help protect your retirement and boost savings.

09/12/2025

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what factors will influence your specific situation.

08/25/2025

If your financial plan demands you earn more than the 3% or 4%—and it should—now's the time to get comfortable with risk and how to manage it.

08/15/2025

Having trouble navigating the Roth IRA vs Traditional IRA Retirement Savings Rules. Find out how you can potentially avoid costly mistakes inside your IRA.

Address

602 Cooks Hill Rd
Mount Juliet, TN
37122

Opening Hours

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

Website

http://sipc.org/, http://www.dcfinancialservices.net/

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