Lucas Salerno, CFP^®

Heritage Financial Consultants

927 S. Harrison St., Suite 300
Fort Wayne, IN 46802

FINANCIAL ADVISOR'S WEBSITE

https://www.heritageconsultants.com/

(260) 450-6485 CONNECT WITH Lucas

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

With our comprehensive planning, we take into consideration your income level, investable net worth and overall complexity of your situation when determining our financial planning fee.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Lucas Salerno is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heritage Financial Consultants in Fort Wayne, IN and the surrounding communities.

Financial Advisor Overview

We are hired by our clients because of the lack of coordination in their existing financial planning and their desire to take that planning to another level. What we do is take a global view of your financial situation. We work on a cross-disciplinary basis, not just in a legal, accounting, insurance or investment perspective, but across the board. This process allows us to identify coordination gaps as well as missed financial planning opportunities.

Financial Advisor Experience

Lucas joined Lincoln Financial in 2015 as part of their prestigious Leadership Preparation Program, a highly competitive program which is designed to accelerate participants’ professional development. During his time in the leadership program, he worked in Chicago with one of Lincoln’s top planning firms in the country, DeRose Financial Planning Group. Lucas joined Heartland Wealth Advisors in 2018 and quickly became a leader for their comprehensive, fee-based financial planning model.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: IN
Health/disability insurance: IN
Property/casualty: IN
Fixed annuities: IN
Variable annuities: IN

Broker-Dealer Affiliation

Lincoln Financial Advisors

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Medical & Health Issues, Personal Taxes

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

With our comprehensive planning, we take into consideration your income level, investable net worth and overall complexity of your situation when determining our financial planning fee.