Watch The 9 Vital Steps to Navigating Your Social Security
A free video designed to help you get the most out of your Social Security
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Here's what you'll learn about in this video:
What are my benefits?
Many people have no idea how much to expect in Social Security benefits. Start with available information, then work on assumptions
Should I file early or wait?
Filing before your Full Retirement Age will permanently reduce your benefit. Even so, your circumstances could still make this the better option for you
How do spousal benefits work?
Coordinating your benefit with your spouse’s benefit can help design your overall Social Security strategy over your joint lives
What could reduce or eliminate my benefit?
Learn about the Government Pension Offset, the Windfall Elimination Provision, and the Earnings Test
And that's not all, we'll also discuss projecting your own retirement benefits, spousal benefits, collecting benefits from an ex-spouse, how to decide when to take your benefit, and the unique role of longevity
Don't Leave Your Social Security Decisions to Chance!
Navigating the complex web of the Social Security system is daunting, but understanding your own situation can go a long way toward making things easier for you.  Watch the video, take a few notes, jot down any further questions you may have, and contact us here at Lucia Capital Group to get your Social Security strategy started! 
A Personalized Social Security Analysis

It goes without saying (but we'll say it anyway) that everyone's ideal Social Security strategy is different. Where one person should operate on one set of assumptions, another person might approach it from an entirely different starting point.

Wouldn't it be great to know which strategy is fits your situation? Sign up to watch The 9 Vital Steps to Navigating Your Social Security and we'll tell you how you can request a personalized Social Security analysis. We'll show you potentially the best time to take your Social Security benefit.

Lucia Capital Group
13520 Evening Creek Drive, Suite #300 | San Diego, CA 92128

Headquartered in San Diego, California, we are a comprehensive, independent investment advisory firm that offers financial planning and investment management for retirees and those nearing retirement. With offices and meeting locations nationwide, we are committed to helping our clients achieve their financial goals. We offer a variety of investment options for investors of numerous types and portfolios of numerous sizes, including fee-based services, brokerage services, insurance, and annuities.

We are committed to acting in the best interests of our clients. As a financial planning firm, we offer clients an objective approach to addressing their investment needs. We understand that each client's financial situation is unique; therefore, clients need a customized plan designed specifically to help them reach their individual financial goals. Gain insight from an independent perspective.

WealthEd.com

Powered by Lucia Capital Group, WealthEd.com is an online educational resource for retirees and those nearing retirement. Offering original, live programming as well as new video clips and articles on a regular basis, WealthEd.com should be your first stop on the path to retirement. Get the tips and tools needed to make informed decisions about your financial future. Whether you're thinking about or currently living out your retirement, don't make another important financial decision before you check out WealthEd.com.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency.

Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213 to speak with an SSA representative.  

Information presented should not be considered specific tax, legal, or investment advice. You should always seek counsel of the appropriate advisor prior to making any investment decision.   All investments are subject to risk, including the loss of principal. Investment advisor representatives of Lucia Capital Group, a registered investment advisor, are also registered representatives of, and offer securities through, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC. 

Registration with the SEC does not imply a certain level of skill or training. Lucia Securities, LLC is a wholly owned subsidiary of Lucia Capital Group. Check the background of this firm on FINRA's BrokerCheck.