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How do you retire on your terms?

Do you know what long-term effect market volatility will have on your portfolio? Will you run out of money before running out of time?

Sign up today for our Virtual Retirement Workshop, a live webinar where we’ll show you steps you can take to potentially reduce your risk in retirement.

Hosted by John Dean and Rick “The Professor” Plum, CFP®, this webinar was designed to help teach you why the location of your assets is just as important as the allocation of your assets and why selling market sensitive investments to fund your retirement could be detrimental to your long-term goals.

  • Are you paying more in taxes than necessary?
  • Could you be leaving Social Security money on the table?
  • What can you do about rising healthcare costs?

Request Your Retirement Analysis

Take the next step by requesting your retirement analysis with a Lucia Capital Group financial advisor. Complete the form below to get started and build a retirement plan that aims to give every dollar in your portfolio a purpose.