Lucas Dancy-Cabeal Financial Advisor

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

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
07/09/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

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.

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

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