Financial Advisor in Union Square, CA 94102

Financial planners are easily accessible 

Depending on what kind 

A financial planner in Union Square, 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 Union Square, 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: 

• Churning your investments: buying and selling more often than necessary
• An advisor doesn’t return your calls or emails promptly. Timing is crucial with investment! 
• An advisor acts very vague. Vague plans that sound too good to be true, are possibly too good to be true! Ask for details and numbers 

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.