Luca Partners takes a comprehensive approach to wealth management, guiding our clients as they plan for and grow towards financial security. We recognize the quality of the client relationship as the hallmark of success, and our relationships are built on our core values of integrity, personal responsibility, and excellence.
Step 1: Learn About You & Your Goals
Before we do anything for you, we’ll take the time to get to know you and learn about your goals, fears, and what matters most.
Step 2: Analyze Current Situation
We’ll evaluate your current situation and benchmark where you are so that we can help you figure out the best path forward.
Step 3: Evaluate Options
Once we know where you are and where you’re trying to go, we can help you evaluate all the possible paths to get there.
Step 4: Coordinate Team
We’ll ensure that every person involved in your finances is on the same page, working together in harmony toward common goals.
Step 5: Implement Plan
After we’ve evaluated all of your options and you’ve decided how you’d like to move forward, we’ll implement your plan and keep you in the loop.
Step 6: Monitor Results
We’ll continuously monitor everything, making recommendations and adjustments as your life changes and needs evolve.
Whether you’re just starting out, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.
At Luca Partners, we apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.