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ABC Benefit Services (LLC)

Independent Associate of

LegalShield 
(Pre-Paid Legal Services)

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About Us:  ABC Benefit Services (LLC), is an Independent Associate of LegalShield.  ABC Benefit Services is a registered Trade Name of ABC Legal Docs, LLC, a Limited Liability Company.  Jerry Lucas, CEO, is a former Principal Computer Design Engineer and worked for Digital Equipment Corporation for 23 years (acquired by Hewlett Packard/COMPAQ).  Jerry began investing at a young age, retired early from the corporate world of engineering and decided to use his extensive financial knowledge to become a financial advisor to help other people achieve their financial goals.  Since many people and clients have legal questions and need legal advice, Jerry decided to form ABC Benefit Services to offer affordable legal service plans from LegalShield.

 

 

Jerry has over 25 years of experience investing in stocks, options, mutual funds, oil and gas, and real estate.  He gained financial industry experience working for 4 years for several other financial firms before founding Advisor Financial Services.  He has been a member of the Financial Planning Association (FPA) and has served on the board of the local chapter as Secretary and Webmaster.  He has received numerous awards for his leadership and volunteer work in the community.  Over 3,000 students have attended his seminars on Managing Rental Property.

 

 

        About Jerry Lucas

 

    • Colorado Notary Public
    • Member, National Notary Association (NNA)
    • NNA Certified Trusted Notary
    • Past Member, Financial Planning Association (FPA)
    • Past Member, FPA of Colorado
    • Past Board Member, Secretary and Webmaster, FPA of Southern Colorado
    • Volunteer, "Ask a Financial Advisor", KKTV call-in program
    • Securities licenses earned: Series 6, 63, 65
    • Colorado insurance license: life, health, annuities
    • Previously certified for long term care (LTC) insurance
    • Past Treasurer, Colorado Apartment Association
    • Graduate, H&R Block Tax School
    • Experienced user, TurboTax, Quicken and QuickBooks software
    • Graduate, Leadership Pikes Peak
    • Graduate, Dale Carnegie Program
    • Business knowledge- corporations, LLCs, Delaware, Nevada, Wyoming, Colorado entities, trusts
    • Real estate knowledge- investing, property management, 1031 exchange, tenant in common (TIC), trust deeds, notes, land, tax liens, tax deeds
    • Graduate, Pristine Trading Method, professional stock trading strategies
    • Graduate, Optionetics training, professional options trading strategies
    • Seminar graduate, Denver Trading Group, technical analysis trading strategies
    • Experienced user, TeleChart (TC2000/TC2007), ChartSmart technical analysis software for stocks and mutual funds
    • Developer, Market Tracker Wizard™ computer model for investing
    • Experienced webmaster, HTML, e-commerce and eBay knowledge
    • Experienced user, Microsoft Office, Excel, FrontPage software
    • Former Principal Design Engineer, Digital Equipment Corporation
    • Studied at University of Pittsburgh, University of Massachusetts, University of Colorado
    • Past President, Apartment Association of Colorado Springs (AACS)
    • Past National Chairman, Independent Rental Owners Committee (IROC), National Apartment Association
    • Instructor: Colorado Free University (Denver), AACS, Apartment Association of Metro Denver (AAMD), Colorado Springs School District 11, Colorado Springs Police Department (CSPD)
    • Taught award-winning classes and seminars to over 3,000 students
    • Advisor, Colorado Springs Police Department (CSPD)
    • Volunteer, as McGruff the Crime Dog, for CSPD
    • Community Crime Prevention awards, CSPD
    • Outstanding Public Service Award, CSPD
    • President's Award, AACS
    • Ethel Horton Award for Outstanding Dedication, AACS
    • Honorary Membership Award, AAMD

    • Multiple foreign language studies including Spanish, Russian, Chinese and Arabic

 
 
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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.
Copyright © 2008-2012 ABC Benefit Services (LLC).  All Rights Reserved.        Last update  01/14/2012 07:05 PM
  For assistance or more information, please call Jerry Lucas at or send email to Jerry_Lucas @ msn.com
  Webmaster: Jerry_Lucas @ msn.com
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