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Offcanvas(800) 644-1150 Manage Your Future Client Access How We Help You Financial Planning Investing for Your Future Managing Your Retirement Income Managing Your Risk Wealth Education Articles and Videos Events In the Press Podcast: Managing Your Financial Future About Lucia Capital Group Meet the Team Locations Careers Contact Us FINRA BrokerCheck (800) 644-1150 Contact Us FINRA BrokerCheck For Advisors Client Access How We Help You Financial Planning Full-service financial planning Investing for Your Future Investment and asset management Managing Your Retirement Income The Bucket Strategy® Managing Your Risk Insurance, annuities, and long-term careAbout the Firm Learn what sets us apart from the pack Meet Our People We aim to exceed your expectations Locations Find the office closest to you Careers Join the Lucia Capital Group team Contact Us We want to hear from you Wealth Education and Events Articles and Videos The full list of articles, videos, and resources Events Register today for a live event or webinar In the News Discover the latest news and happenings Podcast: Managing Your Financial Future A podcast all about financial strategies Manage Your Future Your future. Managed. Get clear financial advice to help yourself and the ones you love most. Get Started 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. Talk to a Financial Advisor 10x The multiplier for how much riskier retiring is today than it was just 10 years ago. Are you prepared? Source: Kiplinger $275,000 The amount a 65-year-old couple may need to cover medical expenses throughout retirement. What’s your plan? Source: Fidelity 40% The percentage of Generation Xers and millennials who have no retirement strategy. Get started today! Source: CNBC 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. Let’s get started Retirement income and financial planning Financial services to help you and the ones you love most Your Future... Managed Holistic Financial Planning Process Credentialed, Experienced Advisory Team The Bucket Strategy® Retirement Income Plan Professonal Investment Management and Access to Investment Options Experience with Income Annuities Planning for Tax Efficiency in RetirementInsurance and Long-Term Care Periodic Reviews to Help Keep You on Track 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. Learn More 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 Get Started Today Gain control over your financial future Get started in three easy steps 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. Meet with an Advisor Retirement planning starts with education View our full range of on-demand videos, articles, and live events dedicated to helping you understand financial planning and investing New Articles Your Pension Options: Which One May Be Best for You? – Episode 174 Get More » May 7, 2024 How to Overcome Your Single Biggest Financial Fear – Episode 173 Get More » April 30, 2024 Why Blending” Your Buckets May Produce Better Results – Episode 172 Get More » April 23, 2024 View More Upcoming Events Vines & Vittles VIP Kick-off Mixer Register Today » Coffee Talk with Rick Plum, CFP® Register Today » Coffee Talk with Rick Plum, CFP® Register Today » View More Take control of your financial future Get Started Now or call us (800) 644-1150 About Lucia Capital Group Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance. We are truly committed to helping our clients pursue their financial goals. Consisting of several CFP® and CFA® professionals and ChFC® advisors, the team at Lucia Capital Group is knowledgeable and experienced in the areas of financial planning, asset management, investment brokerage, and insurance services. With more than 15 locations nationwide, we offer comprehensive, integrated financial planning and wealth services to clients of all types and accounts of all sizes. About Our Firm Meet the Team Locations Careers Contact Us Education Retirement Planning Strive to make the most of your retirement. Get answers to your most pressing questions, and gain the knowledge necessary to make important decisions about your financial future. Investing and Personal Finance IRAs, BDCs, REITs, ETFs—Tired of wading through alphabet soup? Let us clearly explain the investing basics you need to know. Tax Planning Are you missing valuable deductions and over paying on taxes? Get educated and protect your nest egg. Life Planning Little is more important than making sure your loved ones are well taken care of. Let us help you establish education savings accounts, plan your estate, and more. Important Links Client Access Disclosures and Privacy Policy Important Disclosure Regarding Your Personal Financial Dashboard FINRA BrokerCheck LPL Financial Form CRS Important Information Check the background of this firm on FINRA’s BrokerCheck . The Bucket Strategy® involves investments subject to risks, fees, and expenses. There is no guarantee that any investing strategy will be profitable or provide protection from loss. The information provided is based on current laws, which are subject to change at any time....