Lucid Wealth Planning LLC
Fiduciary | Fee-Only | CFP®
We offer comprehensive financial planning and investment management with emphasis on sustainability and social responsibility. If your goal is to make well-informed decisions, whether it be as a young family in your 30's or preparing for retirement, we'll be there every step of the way.
Our goal is simple; make the world a better place by providing comprehensive planning and sustainable investing to those who have a greater impact on humanity.
Our services include:
Comprehensive Financial Planning & Wealth Management
Our focus is to help you achieve financial freedom; we offer continuous financial planning, full transparency, and exceptional technology to support your experience. We focus on every aspect of your financial life, from employee benefits and tax efficiency to retirement planning and student loan management.
Investment Management
Investment strategies based on your goals, investor psychology, existing holdings, tax bracket, and numerous other factors. Offered as either a stand-alone service or a compliment to financial planning (reduced fee schedule).
Precise Planning (Hourly-Based)
Precise Planning is for those that feel comfortable managing their family's financial wellness but need expertise in specific areas such as an investment review, student loan analysis, and retirement planning.
To find out more, please visit our website at www.LucidWealthPlanning.com
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.