Your future. Managed.
Gain clarity regarding your financial future.
Receive a personal financial dashboard tailored to your specific goals.
Stay on track to pursue your goals.
Get financial guidance and advice from a team of seasoned professionals.
Get to know our financial advisors.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
The future is uncertain
Every day we’re reminded of the challenges of an uncertain future. Early on, these challenges may seem far away—but they’ll catch up to you before you know it. Take control of your future today.
10x
The multiplier for how much riskier retiring is today than it was just 10 years ago.
$275,000
The amount a 65-year-old couple may need to cover medical expenses throughout retirement.
40%
The percentage of Generation Xers and millennials who have no retirement strategy.
We understand.
Managing your financial future doesn’t have to be overwhelming.
Together, we’ll craft a personalized strategy to help you work towards your financial goals. As your fiduciary, the only factor driving our recommendations is what we believe fits your specific situation.
Retirement income and financial planning
We are entirely focused on you.
Our company is built with you in mind.
First, we’ll design a strategy aimed at helping you pursue your unique goals. Then we’ll find suitable investments to match your objectives. We make decisions with your well-being in mind—not our compensation.
As a client of Lucia Capital Group, you’ll have access to our dedicated team of CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants as well as our in-house investment team. Think of us as your financial coach; we’ll help you design a game plan, provide investment recommendations, and implement your strategy. Behind the scenes, our dedicated team of investment management professionals and CFAs will actively manage your portfolio using our disciplined processes.
Strive for financial confidence and achieve your life's purpose
Ray Lucia Jr., chairman and CEO of Lucia Capital Group, talks about what it’s like to be a client. Here are just some of the benefits you’ll enjoy as a client of our firm:
- A dedicated financial advisor
- A personal financial dashboard
- A team of credentialed and experienced professionals working on your behalf
- Independent investment advisory and brokerage services
- A personalized investing experience
- Help with anything from wealth accumulation to wealth distribution and estate planning
- Ongoing financial education
- Periodic meetings and reviews
Gain control over your financial future
Schedule your appointment
You'll start by setting up an appointment with one of our financial advisors. With offices nationwide, we make it easy to get in touch with someone to discuss your retirement planning goals.
Personalize your strategy
When do you plan to start retirement? Will you continue to work? We’ll discuss all of the challenges you may face in retirement, because achieving your goals begins with personalized planning.
Realize your future. Managed.
Planning for your retirement shouldn’t be a guessing game. If you're like many, you want a sense of direction and assurance in your ability to address your goals. You need a plan that uses a sound strategy, balances risks, and addresses your upcoming challenges.
