RJL Wealth Management
 |
Client Portal |  |
Contact RJLWM |  |
(800) 644-1150 |
|
||||||||||||
|
||||||||||||
Created by Raymond J. Lucia, Sr. CFP®, the Bucket Strategy™ is an asset allocation philosophy for individuals approaching retirement or those who have already retired. For more than two decades, retirees have used the Bucket Strategy™ to manage their retirement portfolios and reach their financial goals.
RJL Wealth Management offers comprehensive, integrated financial planning and wealth services to our clients. Our clients benefit from the extensive tenure of the firm's wealth managers, many of whom have experience in the areas of Financial Planning, Asset Management, Investment Brokerage and Insurance.Become a Client
Aim to retire in comfort and safety. Click here to learn more about working with RJL Wealth Management.
Home Office: 13520 Evening Creek Drive N. #300 / San Diego, CA 92128 Phone: (800) 644-1150
Securities offered through Lucia Securities, LLC, a Registered Broker/Dealer, member FINRA/SIPC. Advisory services offered through RJL Wealth Management, LLC (RJLWM). RJL Wealth Management and Lucia Securities are affiliates.
Strategy First℠ is a service mark of RJL Licensing, LLC., an affiliate of Lucia Securities, LLC. Bucket Strategy™ is a trademark of Raymond J. Lucia Sr. Raymond J Lucia, Sr. is not a representative of Lucia Securities, LLC.
There is no guarantee that the Bucket Strategy™ will meet its stated objectives. All investments carry risk including loss of principal.
Copyright © RJL Wealth Management, LLC All rights reserved.
Business Continuity Plan | Terms of Use | Copyright | SEC Order Handling Disclosure | RJL Wealth Management & Lucia Securities Privacy Policy
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.