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Sometimes figuring out what to do first—or next—can be confusing. We’re here to help you sort out and resolve any issues you may be encountering. If you want help getting started, aren’t sure which action to take next, or need someone to guide you through the process from start to finish, you can easily get in touch with us here at Lucia Capital Group by calling (800) 644-1150.

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Raymond J. Lucia Jr. is chairman of Lucia Capital Group, a registered investment advisor, and CEO of its affiliated broker/dealer, Lucia Securities, LLC, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training. Advisory services offered through Lucia Capital Group. Securities offered through Lucia Securities, LLC. Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed. eMoney is not affiliated with Lucia Capital Group or any of its subsidiaries.