Lucey Wealth Advisors LLC
Charles Schwab & Co., Inc. Alliance
San Francisco Bay Area Offices to Serve You
Helping clients find the right
Medicare Plan for 30 years
Medicare Plan for 30 years
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Medicare Supplement Plans Areas Served
Medicare Supplement Plans in the Bay Area
Medicare Supplement Plans in Contra Costa County
Medicare Supplement Plans in Marin County
Medicare Supplement Plans Concord
Medicare Supplement Plans Greenbrae
Medicare Supplement Plans Mill Valley
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Medicare Supplement Plans San Anselmo
Medicare Supplement Plans San Rafael
Medicare Supplement Plans Sausalito
Medicare Supplement Plans Tiburon
Medicare Supplement Plans in Marin County
Medicare Supplement Plans Concord
Medicare Supplement Plans Greenbrae
Medicare Supplement Plans Mill Valley
Medicare Supplement Plans Novato
Medicare Supplement Plans San Anselmo
Medicare Supplement Plans San Rafael
Medicare Supplement Plans Sausalito
Medicare Supplement Plans Tiburon
Medicare Supplement Plans in Mendocino County
Medicare Supplement Plans in Napa County
Medicare Supplement Plans Ukiah
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Medicare Supplement Plans Napa
Medicare Supplement Plans St. Helena
Medicare Supplement Plans Fairfield
Medicare Supplement Plans Vacaville
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Medicare Supplement Plans Cotati
Medicare Supplement Plans in Napa County
Medicare Supplement Plans Ukiah
Medicare Supplement Plans Calistoga
Medicare Supplement Plans Napa
Medicare Supplement Plans St. Helena
Medicare Supplement Plans Fairfield
Medicare Supplement Plans Vacaville
Medicare Supplement Plans Bodega Bay
Medicare Supplement Plans Cotati
Medicare Supplement Plans in Solano County
Medicare Supplement Plans in Sonoma County
Medicare Supplement Plans Healdsburg
Medicare Supplement Plans Petaluma
Medicare Supplement Plans Rohnert Park
Medicare Supplement Plans Santa Rosa
Medicare Supplement Plans Sebastopol
Medicare Supplement Plans Sonoma
Medicare Supplement Plans Windsor
Medicare Supplement Plans in Sonoma County
Medicare Supplement Plans Healdsburg
Medicare Supplement Plans Petaluma
Medicare Supplement Plans Rohnert Park
Medicare Supplement Plans Santa Rosa
Medicare Supplement Plans Sebastopol
Medicare Supplement Plans Sonoma
Medicare Supplement Plans Windsor
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.
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.
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.
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.
Contact Us
MAIN OFFICE
Levi’s Plaza
1160 Battery Street East, San Francisco, Ca 94111
With Offices All Aorund The Bay Area
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