(619) 997-0416 cblair@luciafinancial.com

Helping Women Piece Together Their Financial Future

90% of All Women Will Eventually Be Responsible for their Own Finances.*
Isn’t it time to get a second opinion to help secure your retirement?

Now, more than ever it is important for women to understand why they need a financial strategy. With evolving roles and increasing responsibilities, women are seeking out ways to become more knowledgeable about their finances.

Learn the following keys to enhancing your financial strategy:

  • Do you have a financial strategy to create income and preserve capital for a 30+ year retirement?
  • How to identify and solve for potential income gaps in your current retirement strategy
  • How much can you safely withdraw annually from your retirement savings to help ensure an income that last?
  • How today’s economic environment might challenge traditional assumptions about asset allocation.
  • How a ‘buy and hold’ strategy and ‘sequence risk’ could potentially jeopardize your retirement security.
  • Do you have ‘lazy money’, and if so, how to put it to work.

62% of women Say they Feel Financially Insecure.**

 *Financial Finesse Reports, Gender Gap in Financial Literacy, 2012
 ** The Allianz Woman, Women and Power® Study, 2013