Get a Plan

Unique Financial Advice

Our team of financial advisors accesses talent both inside and outside the firm to create a personalized strategy with a carefully selected assortment of investments for each investor.

Schedule a Meeting

The first step is setting up a face-to-face meeting with a financial advisor from Lucia Capital Group. With offices nationwide, we make it easy to get in touch with someone to discuss your retirement planning goals.

Discuss Your Objectives

When do you plan to start retirement? Will you continue to work? Do you have a pension? How will Social Security factor into your future income needs? We’ll discuss all of the challenges you may face in retirement, because achieving your goals begins with personalized planning.

Get Your Plan

Planning for your retirement shouldn’t be a guessing game. If you are like many, you want a sense of direction and assurance in your ability to meet your goals. You need a plan that uses a sound strategy, balances risks, and addresses your upcoming challenges. Get your complimentary Bucket Strategy plan today!

Take the next step. Make an appointment to meet with a Lucia Capital Group financial advisor today, and build a retirement plan that aims to give every dollar in your portfolio a purpose.