(619) 997-0416 cblair@luciafinancial.com

Can You Pass This Financial Quiz?

According to the American College only 18% of women could pass!
Click the link below to take the test. Contact me with your score and let me know how well you did and you’ll receive a congratulatory gift just for calling with your score!!!

My Passion is...

Empowering & Educating Women to Feel Confident and
Knowledgeable when Faced with Making their Own Financial Decisions.

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?

Click here if you have a question or want to chat. You will receive a complimentary gift just for reaching out!

Hear what Cheri has to say…

Helping Women Piece Together Their Financial Future


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


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.