Simply saving for retirement involves a different strategy than investing while preparing for and living out your retirement. Register today for The Bucket Strategy® Retirement Workshop coming soon to a city near you. This complimentary event was designed to help teach you why the location of your assets is just as important as the allocation of your assets and why selling market-sensitive investments to fund your retirement could be detrimental to your long-term goals.
Sorry, there are no events scheduled at this time.
A new, live, online TV show featuring interviews with investment industry professionals, Bucket Strategy Live will discuss a multitude of investment options then boil them down to see how they might work as a part of your Bucket Strategy. Join the team from Lucia Capital Group for a brand new episode of Bucket Strategy Live Wednesdays at 6:00 PM Pacific.
The Bucket Strategy® can help you build a plan for retirement by matching your assets to your liabilities and giving riskier investments the time they need to potentially grow. Build your complimentary plan today; make an appointment with an Lucia Capital Group financial advisor today to receive your own personalized Bucket Strategy plan.
Investment advisor representatives of Lucia Capital Group, a registered investment advisor, are also registered representatives of, and offer securities through its affiliate, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training, Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.
The Bucket Strategy® is a trademark of Lucia Licensing Company, an affiliate of Lucia Capital Group and Lucia Securities, LLC.