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Insurance, Annuities, Small Business Consulting



for a FREE CONSULTATION with Jerry Lucas, by phone or email, please provide your name, address, email and phone number, best time to call, and your question in an email to or call us at and provide this information.  No obligation.  For your convenience, we can schedule appointments during evening and weekend hours.  We do not share your information with any other parties. See our Privacy Policy for details.  Free Consultation for US residents and current or prospective clients only. Thank you!

REFERRALS:  Our business relies on satisfied clients.  We appreciate your referrals.  You may Refer a Friend to us by sending them an email inviting them to visit our web site.  

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Disclosure and Disclaimer:  Please note- We answer questions as time allows and may choose not to answer some questions.  An answer or exchange of information shall not establish a consulting relationship. A signed, written agreement is required to become a client.  If you require immediate assistance and do not receive a response within one business day, please contact  us about becoming a client or seek immediate assistance elsewhere from a qualified professional.  We do not provide legal, tax or investing advice.  If you contact us for assistance or more information, we may add your name to our opt-in mailing list.  You may request to be removed (opt-out) at any time.  We respect your privacy and do not share your information with any other parties.  

Contact Authorization:  If your name and phone number are on a State or National "Do Not Call" list, by submitting a request, or by contacting us by phone, e-mail or in person, you opt-in and authorize us to contact you by phone, fax, mail or e-mail, until you request that your name be removed.


Use of this website, our contact information or our services confirms your agreement and acceptance of our 
Terms of Use
, Colorado No-Call List Act, Zero Tolerance Spam Agreement
WARNING TO TELEMARKETERS: The phone number shown is a cell phone and is listed on the National and Colorado No-Call Lists.
Soliciting, Pre-recorded Messages, Spam and Data Harvesting are EXPRESSLY PROHIBITED.  Violators will be prosecuted.
NOTICE: Consent to Electronic Delivery of Annual Privacy Policy Notice
Copyright 2001-2015 Advisor Financial Services (LLC), Colorado Springs, Colorado.   All Rights Reserved.    Last update 03/29/15