Lucey Wealth Advisors

Specialties

Retirement Planning — As Americans many of us will live well into our nineties. The risk of living longer is referred to as «longevity risk» in the financial industry. Longevity risk is a risk multiplier as it increases the other financial risks associated with retirement. As an advocate for my clients I do not charge planning fees for developing and implementing retirement plans. Simply schedule a time for us to meet and I will provide you with our «Snap Shot» form for you to complete and bring with you to our first meeting!

History

Established in 2005.

Michael Lucey has been in the Retirement Planning industry since 1989. Throughout this time he has provided valuable service to individuals and families with core values reflecting a conservative and secure discipline concerning their financial plans. Michael has a Bachelor of Science Degree in Business Administration from San Francisco State University and earned two professional insurance designations in Estate Planning. Michael provides a sound foundation when working with clients to implement strategic financial strategies concerning his clients’ accumulation, protection, distribution and transfer of wealth goals. Michael has always been in a position to be of service to others, either as a trainer and coach, or as a Retirement Planner.

Meet the Business Owner

Michael L.

Business Owner

Michael was raised and educated in Northern California. He is the father of three

children and married to his wife Lori for 25 years and resides in Santa Rosa, CA.

Michael has a Bachelor of Science Degree in Business Administration from San

Francisco State University and earned two professional insurance designations

in Estate Planning. Michael provides a sound foundation when working with

clients to implement strategic retirement plans concerning his clients’

accumulation, protection, distribution and transfer of wealth goals.