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Help your friends and family members by inviting them to start a Personal Financial Dashboard. It’s easy to get started; simply click the button below.

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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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Reach out to our technical support team if you need help with your Personal Financial Dashboard.

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