I have been a customer of the Lucey Wealth Advisors for more than 5 years. I have found Mike Lucey and all of his associates... read moreI have been a customer of the Lucey Wealth Advisors for more than 5 years. I have found Mike Lucey and all of his associates to be excellent in terms of knowledge and service. Mike has helped me to have a very secure retirement by placing a large chunk of funds in an American Equity annuity which will give me a substantial monthly payment for life. He has steered me in other investments that have done very well during the last few years. Whether I talk to Mike or Jeff Pfeiffer, I feel confident that they are putting my financial needs and goals first. They are always prompt in returning messages and courteous to a fault. Their fees are very reasonable for what you get in return. Highly recommended. read less
I wish to highly commend Michael Lucey and his very able business partners on their advice and management of my wife and my retirement portfolio... read moreI wish to highly commend Michael Lucey and his very able business partners on their advice and management of my wife and my retirement portfolio and investments. From our very first meeting, Mike has been swift to listen, analyze and provide sound investment information specific to our needs and requirements. He provided us with the spread charts and data to help us monitor our portfolio and maximize our returns. We meet on an annual basis to have a client review, provide the latest updates and plan for our daughter's fiscal future as well. During all of this time Mike and his excellent business partner, Jeff Pfeiffer, have been understanding and very swift in their response time to our communiques. And yes, all of this with a refreshing sense of Irish humor ! Sincerely, Paul and Lynn Young read less
I have been extremely pleased with the quality of the service. Mike, Jeff and his team are very responsive, knowledgeable and helpful. I have been... read moreI have been extremely pleased with the quality of the service. Mike, Jeff and his team are very responsive, knowledgeable and helpful. I have been using their Annuity and Life insurance products for approximately 6 years and would highly recommend their services read less
My experience working with Lucey Wealth Advisors was superb. Mike and his team are exceptionally thorough, trustworthy and highly-professional. Looking forward to a long-term (and... read moreMy experience working with Lucey Wealth Advisors was superb. Mike and his team are exceptionally thorough, trustworthy and highly-professional. Looking forward to a long-term (and very fruitful) working relationship. read less
Mike Lucey and his team are wonderful to work with. I highly recommend them. They pay attention to detail and are great about keeping you... read moreMike Lucey and his team are wonderful to work with. I highly recommend them. They pay attention to detail and are great about keeping you informed and involved in the process. read less
I used Lucey Wealth Advisors and they are very professional, extremely responsive and trustworthy. Mike Lucey assist me when I was having difficulty searching... read moreI used Lucey Wealth Advisors and they are very professional, extremely responsive and trustworthy. Mike Lucey assist me when I was having difficulty searching and selecting a good retirement annuity program. He researched and showed me the list of the top rated annuity companies that allowed me to select the best annuity company for me. Moreover, Mr. Lucy processed a complicated funding structure for my final retirement distribution. I am thoroughly satisfied with the quality of their trustworthiness and professional services. My 5 star rating is absolute. AV, San Jose, Ca AV San Jose, Ca AV San Jose California read less
In Marina District, CA, mismanaging money can be devastating. One mistake can create a chain reaction, resulting in further sunk costs.
Finance management is an important skill to have, one that needs constant practice and research to keep it sharp. The market is ever-changing, but a shrewd, professional eye is able to see patterns and recognize risks.
Hiring a financial planner is one of the best things you can do for your financial situation.
A financial advisor in Marina District, CA reduces your exposure to stock volatility
For those who invest in stocks or pay attention to cryptocurrencies, you know that the market is more volatile than ever.
2021 has been highly chaotic. It’s been affected by bipartisan politics, the pandemic, and numerous market crashes.
Financial planners are professionals at helping you diversify your portfolio.
Putting all your eggs in one bucket is like trying to win a very expensive lottery. Financial planners can help you reduce the amount of risks you take while maximizing rewards, depending on whether you want short- or long-term impact.
Financial strategies help predict and avoid unexpected geopolitical events and market downturns. In today’s market, it’s just prudent to hire someone who can assist you based on personalized needs.
A financial advisor in Marina District, CA reduces your exposure to stock volatility
For those who invest in stocks or pay attention to cryptocurrencies, you know that the market is more volatile than ever.
2021 has been highly chaotic. It’s been affected by bipartisan politics, the pandemic, and numerous market crashes.
Financial planners are professionals at helping you diversify your portfolio.
Putting all your eggs in one bucket is like trying to win a very expensive lottery. Financial planners can help you reduce the amount of risks you take while maximizing rewards, depending on whether you want short- or long-term impact.
Financial strategies help predict and avoid unexpected geopolitical events and market downturns. In today’s market, it’s just prudent to hire someone who can assist you based on personalized needs.
A financial advisor can help you secure a solid retirement fund
Lucey Wealth Advisors has a top-tier team of retirement plan specialists for San Francisco County.
They understand that retirement income can be crucial for quality life. Everyone’s life is unique and everyone has different needs.
Lucey Wealth Advisors plans strategies depending on each individual client.
No matter your origin, age, or current circumstances, we offer assistance to everyone.
Most people in San Francisco County spend more than 20 years living without active income, so having a good retirement plan means more comfort and less stress.
Financial planners are easily accessible
Depending on what kind
A financial planner in Marina District, CA can help you minimize taxes
Are you worried about estate tax, also known as the death tax? Is your tax higher than you think it should be?
Lucey Wealth Advisors can help you and your family navigate through the confusing world of taxes.
Estate taxes have been changing these years in particular due to the COVID-19 pandemic. Tax rates are increasing, soaring up to much more than the usual 40%.
We want your family to be protected and feel comfortable.
Family legacy planning is offered at competitive prices in San Francisco County.
A good financial advisor provides a confidence boost
This is actually a big thing clients notice after receiving counsel from a professional financial advisor.
Advisors are certified with years of experience. They are used to dealing with wealth management of all economic classes and groups.
It’s true you could do research on your own. Google and Investopedia offer plenty of resources. The problem is, a lot of the info isn’t legally correct or even financially sound advice.
Finding help from a legitimate, reputable company like Lucey Wealth Advisors means not having to worry about fraud or scams.
Even just a quick meeting with one of our advisors can help make sure you’re on the right track to success and financial stability.
Money is a stressful topic for many people.
Whether you’re feeling emotional or simply lack knowledge in financial management topics, a professional can offer objective, reasonable advice.
They help manage marriage finances in a reasonable and effective manner
Whether you’re newly married, divorced, or widowed, a financial planner can offer you help with the situation.
It’s important to know what your rights are in a marriage. Perhaps it’s even more important to know what limitations a marriage can bring.
Is a prenup recommended? How might divorce proceedings impact your financial situation? Marriage (and divorce) can be extremely costly.
Speaking with a financial advisor about potential concerns can alleviate your worries and protect your assets.
Of course, it can be as simple and friendly as if you and your spouse want to figure out how to join your assets legally and fairly.
Advisors can teach partners how to share a financial burden together and maneuver through the necessary paperwork.
Great as a one-time advice or long-term investment option
The great thing about hiring a financial planner is that you can do it on your terms!
Are you a businessperson planning on protecting your assets long-term? Do you want to check if you’re investing with a lucrative and safe portfolio? Is this your first time dealing with finances?
You can meet up once. You can touch base once a year. You can keep in recurring contact. Anything goes, just clear your schedule for a meeting with one of our specialists.
Plan and save on college education
The costs of tuition, especially in Marina District, CA, can be very stressful.
It’s recommended to get help from a financial planner at least once to talk about your kid’s future education.
Tuition can really creep up on a family. What might be enough for college today can change in ten years from now, accounting for inflation.
How to best save up money for college, to make sure your children get a good education?
Ask an advisor, as these things can change drastically based on your financial situation.
Are there disadvantages to hiring a financial planner?
Not disadvantages per se, but in some cases getting an advisor can hurt.
Lucey Wealth Advisors is fully licensed and keeps away from unreputable practices.
But if you choose to not hire an advisor from us, we do still recommend you keep an eye out for certain red flags that could really put you in the red:
Only you can gauge whether you need financial management assistance. Be aware of the benefits a planner can give you.
In the long run, advisors make you an average of at least 15% more money than you would if you didn’t have professional help.
If you want to save and make money, or have any questions—contact Lucey Wealth Advisors at 888-828-3394.