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
From milestones, like buying a house and retiring, to unexpected surprises, such as home repairs and medical emergencies, life is a constant series of events. Whether those events are planned for or unforeseen, or they’re filled with excitement or consternation, as long as you’re financially prepared, you’ll be better equipped to handle whatever comes your way.
To secure your financial future – and your peace of mind – contact Lucey Wealth Advisors. Since 1989, our certified financial planners have been helping individuals and families in San Francisco take control of their finances and effectively manage their wealth. Retirement planning, estate planning, and general wealth management; our financial and investment advisors can help develop a comprehensive financial plan for you and your family. We understand that investing is about much more than money – it’s about planning for the future that you desire and deserve. When you work with a financial advisor from our firm, you’ll receive personalized services and customized financial products that will be based on your unique needs and desires. The strategies and solutions that we recommend are based on the things that matter most to you. When you work with a dedicated financial planner from Lucey Wealth Advisor, you’ll be able to get closer to achieving the future that you’re envisioning for yourself.
From milestones, like buying a house and retiring, to unexpected surprises, such as home repairs and medical emergencies, life is a constant series of events. Whether those events are planned for or unforeseen, or they’re filled with excitement or consternation, as long as you’re financially prepared, you’ll be better equipped to handle whatever comes your way.
To secure your financial future – and your peace of mind – contact Lucey Wealth Advisors. Since 1989, our certified financial planners have been helping individuals and families in San Francisco take control of their finances and effectively manage their wealth. Retirement planning, estate planning, and general wealth management; our financial and investment advisors can help develop a comprehensive financial plan for you and your family. We understand that investing is about much more than money – it’s about planning for the future that you desire and deserve. When you work with a financial advisor from our firm, you’ll receive personalized services and customized financial products that will be based on your unique needs and desires. The strategies and solutions that we recommend are based on the things that matter most to you. When you work with a dedicated financial planner from Lucey Wealth Advisor, you’ll be able to get closer to achieving the future that you’re envisioning for yourself.
· Tax preparation. In order to ensure the success of investments, tax planning is crucial, yet it’s often overlooked. A certified financial planner will be able to structure your investments into the appropriate accounts, allowing you to maximize tax-related savings. Additionally, they can help you make sense of complicated tax strategies and avoid paying tax penalties by ensuring that you are withdrawing from the right accounts at the right time.
· Accountability. There’s no denying that creating a financial plan is a great idea, but if you don’t implement that plan, it really isn’t going to do you any good. Between juggling a family, a career, a house, social engagements, and your own personal needs, it’s easy to get caught up in the hustle and bustle of everyday life and overlook your financial plan. A good financial advisor will be able to hold you accountable for your plan and ensure that you stay on the right track
· Assurance. When you work with a financial advisor, you can rest assured that your personal finances – and your future dreams – will be set up for success. With the advice and insight that a financial planner provides, you’ll be able to develop specific plans with actionable goals and that you will be able to access the money that’s needed to fund the vision that you have painted for your future; purchasing a house, starting a family, traveling, or retirement, for example. Furthermore, in the event that something unexpected comes up, such as a vehicle or household repairs, or an emergency medical-related incident, you’ll know that you won’t have to scramble to access the money that’s needed. These factors combined mean that the assurance working with a financial planner provides will allow you to enjoy a much less stressful life.
There are certain events that prompt individuals to seek the guidance and support of a financial planner. Typically, these events involve unexpected windfalls, big losses, or major life events. If any of the following situations apply to you, seeking the help of a financial advisor and investment planner would definitely be in your best interest.
In other words, at one point or another, everyone should eventually create a long-term financial plan that takes into account major expenditures, such as planning for a family, paying off a mortgage, retirement, and estate planning. When you work with an experienced investment advisor, you will be able to develop financial plans that will allow you to effectively manage your wealth and achieve your goals.
Sequence of Returns
These eye-opening points could mean the difference
of thousands of dollars to you in retirement.
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Whether you’re approaching retirement, you just started your career, or you are about to or have recently experienced a major life event, if you want to maximize your financial situation and secure a brighter, more secure future, get in touch with the leading San Francisco financial advisor: Lucey Wealth Advisors. Our seasoned, knowledgeable, and compassionate registered investment advisors will help you develop a customized plan with actionable goals that you can use to experience financial peace of mind.
For more information or to schedule a consultation, contact us at your earliest convenience. Call us at 888.828.3394 or submit an online contact form directly through our website. Our experienced, knowledgeable, and friendly associates are standing by and are looking forward to helping you create a robust financial plan that will be customized to meet your unique needs. At Lucey Wealth Advisors, we’re looking forward to helping you build a bright future.
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