Financial Advisor
Helping our clients
gain financial freedom
for over 30 years
Financial Advisor
Helping our clients
get financial freedom
for over 30 years
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  • Glenn Tucker
    - Google

    Mike Lucey helped me reorganize my investments for retirement and was a real pleasure to work with.

    Karl Smith
    - Google

    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 more

  • Paul Young
    - Google

    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 more

    Stephen Harper
    - Google

    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 more

  • Alexander Wrenn
    - Google

    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 more

    Santa Rosa
    - Google

    You cannot go wrong with this group, extremely unique planning, best I've seen thus far!

  • Claudia Sutton
    - Google

    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 more

    Alfredo Villasenor
    - Google

    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 more

Financial Advisor In West Portal

What’s the Point of Retirement Planners in West Portal, CA? 

It can be difficult to think of retirement, especially if you’re still young. Interestingly, it can also be difficult to think about if you’re getting older. That’s totally understandable.

The retirement age in America is around 67 years old, depending on when you were born. 

67 could be ages away or just a few years. In both situations, you could be thinking: what’s the point of getting a financial advisor now? Isn’t it too early, isn’t it too late? 

Not at all. As the saying goes, the best time to plant a tree is 10 years ago. The second best time is now. It’s never too late or early to get help for retirement planning.

A good financial advisor is always able to adapt and create a wealth management strategy personalized just for you.

Retirement planning might not be fun to think about, but in West Portal, CA, it’s absolutely necessary. 

Here are reasons why you should get a financial advisor in West Portal:

You might be very thorough at researching, or you might have a friend who’s great at making money. 

But online advice isn’t personalized. Google can’t give you detailed counsel based on where you are, who you are, and what you want. Google can’t tell you there’s that one fine print you forgot to read, thereby losing you a lot of money.

Good retirement planners know every little detail there is to know–and they can help you sort out your finances one-on-one. 

Lucey Wealth Advisors has a top-tier team of specialists. They’ll answer all the questions you have, and even tell you about the critical ones you didn’t know you needed to ask.

Taxes can be crazy expensive. They are legally unavoidable, but that doesn’t mean there aren’t legal ways to pay fewer taxes. 

Retirement brings about a huge amount of taxes in San Francisco County, which can be shocking to hear. A poorly planned retirement can destroy your hard-earned savings.

With the thorough and careful planning of retirement planners, you can avoid those taxes. Don’t let unexpected taxes devastate your household.

And obviously, financial advisors can help you with your taxes in general. Estate taxes, also known as the death tax, are getting increasingly complicated since the pandemic started. 

Lucey Wealth Advisors can help protect you and your family from heavy financial burdens, especially in trying and uncertain times.

Depending on what state you reside in, taxes and laws can also vary. Lucey Wealth Advisors operates across West Portal, CA, and can pinpoint what strategies would work for you.

Sadly, financial problems are a leading reason for divorce in San Francisco. 

It’s difficult to have stability if finances are troubling your family. 

Advisors can help if there’s a general dissatisfaction with your household’s current situation, or if there are problems with you and your spouse’s joint finances. 

Lucey Wealth Advisors is fully certified and experienced when it comes to dealing with such financial issues. Get on the same page as your spouse when it comes to retirement planning.

Plus, if you have a professional voice giving advice, that counsel is objective as it can be. This can reduce any arguments or confusion between who’s right. 

This isn’t a topic that has to be all doom and gloom just because you have kids (or don’t have kids). 

But if you do have kids, imagine: you could be the coolest grandparent! With a solid retirement plan, it doesn’t matter that you don’t have an active income. 

If you don’t have kids, you could still take that vacation yourself. Be comfortable and live with fewer stressors (and we know that monetary burdens are often the heaviest to bear as health becomes a larger concern).

There are so many ways to save up for retirement planning. 

Other ways a financial advisor can help

Lucey Wealth Advisors is devoted to helping you and your family with your happiness and financial security. Decades of experience mean we can be there for you whenever you need it. 

Whether you’re more comfortable with a one-time chat or want long-term wealth management assistance, we are here to help.

On top of expert retirement planning, we also offer other services, such as:

Reduced risk exposure in your investments

Whether you’re a company looking at the market or an individual wanting to invest, Lucey Wealth Advisors can help reduce your exposure to stock volatility.

In 2021, stocks are more than a bit of a mess. They’ve soared sky high and also plummeted to terrifying lows. 

Financial management experts know how to diversify your portfolio in a way that is not only exciting and lucrative, but also safe (as safe as possible).

The stock market can be confusing and stressful to navigate due to its rollercoaster aspect. 

Well, let our specialists take on the burden and do the necessary analysis for you. You’ll feel less stressed and more confident, and research actually shows that less stress has many health benefits.

Figure out college tuitions in San Francisco County

College can be absurdly pricey. These expenses can also sneak up on you, so hiring a professional to help you plan can be a great help.

In addition, by getting financial counsel when your kid is young it means you can feel more at ease about the future. There are so many things to fret about as a parent or grandparent!

In the end, of course you’re the one who lives through your financial situation day by day. 

Our specialists in San Francisco are here to help answer all the questions you have and give you extra information so you can live through your day by day more easily. That means you can do the things you want to do with less of a financial burden.

If you have any questions or concerns, or are looking for a quote, don’t hesitate to call Lucey Wealth Advisors at 888-828-3394.

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, Financial Advisor West Portal

Asset Protection

​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.

, Financial Advisor West Portal

Family Legacy Planning

​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.

, Financial Advisor West Portal

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.    

, Financial Advisor West Portal

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.