There is no one-size-fits-all retirement plan. And Lucia Capital Group believes achieving your goals begins with personalized planning.
The Bucket Strategy® is a retirement philosophy designed to help individuals build an income source for the money needed today and as growth potential for the money listeners need later in retirement. Talk to one of our financial advisors and start building a personalized plan tailored specifically to your goals and objectives.
Rick Plum, CPA , leads the program with an exceptional background in Internal Revenue Service statues .
Terry Keyes, ChFC, is Executive Vice President of Lucia Capital Group.
Together Terry and Rick present a lively and engaging blend of practical investment practices designed to cater to a broad demographic audience, with an emphasis on Boomers.