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.
The multiplier for how much riskier retiring is today than it was just 10 years ago.
The amount a 65-year-old couple may need to cover medical expenses throughout retirement.
The percentage of Generation Xers and millennials who have no retirement strategy.
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.
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.
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: