19th Ave New York, NY 95822, USA
Join Now

Are you doing all you can to help your clients retire?


Deprecated: File /home/luciapartners/public_html/wp-content/plugins/elementor/core/settings/general/manager.php is deprecated since version 3.0.0! Use Plugin::$instance->kits_manager->get_active_kit_for_frontend() instead. in /home/luciapartners/public_html/wp-includes/functions.php on line 6078

Are you ready to help your clients gain more confidence in their retirement planning? Join Lucia Capital Partners today and help your clients craft a solid plan for the road ahead.

Ready to Learn

About Lucia Capital Group Partners

Simply offering your clients financial advice is no longer enough in today's competitive marketplace

Investment advisors need something more–something different. Lucia Capital Partners offers just that. It does away with the business model dependent on available products and enables investment advisors to build a practice driven by strategy.

Exclusive Software

Our proprietary illustration software is easy to use and easy for your clients to understand. The software integrates with third-party data sources and can be used with cloud-based CRM systems

Training

Participate in two-day curriculum focusing on integrating The Bucket Strategy® into your practice. Alternatively, utilize our video-based training through your subscription for initial training content and to refresh your skill set whenever needed. Under certain circumstances, video conferencing with our experts is also an option.

Ongoing Support

Lucia Capital Partners provides ongoing support to help you tune up your practice. Access a stable of experts who provide personal coaching on utilizing The Bucket Strategy® in your practice and furnish regular program enhancement ideas to allow you to more effectively integrate The Bucket Strategy® into your professional life.

Why Join?

The Benefits of Joining Lucia Capital Partners

Maintain Your independence

Lucia Capital Partners provides practice management advice and other resources to help you improve your business.

Sell a Strategy, Not a product

Don’t be as good as the product you’re selling. Be better. Offer clients a comprehensive retirement strategy, and stop being tied to the swings market.

Gain a Story that Sets you Apart

Complicated industry jargon can sometimes confuse even the most savvy clients. Our easy-to-follow Bucket Strategy allows clients to follow the why of investing as well as the what.

Access a Network of Like-Minded Professionals

Running a small business takes a lot of work and can sometimes feel somewhat lonely. Gain the guidance and sounding board you seek through open, solutions-based, dialog.

Benefit from Exclusive Training & Software

Lucia Capital Partners grants you access to proprietary, time-saving software as well as training programs led by well-respected industry professionals not offered anywhere else.

Build a Lasting Financial Future

Build a repeatable and scalable practice with the support of our team and the story behind The Bucket Strategy®.

Increase Your Production

Let practice management improve your business

Lucia Capital Partners provides you with a comprehensive practice management solution that can increase your production, simplify your practice, and better satisfy your clients’ needs.

Join Lucia Capital Partners

Are you ready to improve your practice and your client's quality of retirement?

Complete the form below to request more information.