Social Security Decision Kit
Don't Leave Money on the Table!
If you're nearing retirement, or already retired but haven't taken your Social Security benefits yet, this free kit is for you!
Let's face it, Social Security is a maze of options and possibilities. How do you know you're not leaving money on the table? We can help. Download your free Social Security Decision Kit today and find the answers to some of your most pressing retirement questions.
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Here's What's Included:
50 Social Security Questions Answered
Get answers to the top 50 Social Security questions our dedicated professionals have fielded over the years. While it's impossible to cover everything, we think we got pretty close. 
White Paper
The 8 Most Important Elements of Social Security
When it comes to taking your Social Security, you don't want to leave money on the table! This handy guide focuses on the eight most important things you should know before taking your benefits.
7 Social Security Decision Guides
Social Security is a maze of options with high stakes, and making the wrong choices will cost you. This guide illustrates seven of the most common Social Security situations to help you chart your course. 
Here are just some of the topics covered in this kit:
  • Retirement Benefits
  • Family Benefits
  • Survivor Benefits
  • Spousal Benefits
  • Ex-Spousal Benefits
  • Disability Benefits
  • Windfall Elimination Provision
  • Government Pension Offset
  • Social Security Earnings Test 
About Lucia Capital Group

Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management. We are truly committed to helping our clients achieve their financial goals.

Consisting of several CFP® and CFA® professionals and ChFC® advisors, the team at Lucia Capital Group is knowledgeable and experienced in the areas of financial planning, asset management, and investment brokerage. With more than 15 locations nationwide, we offer comprehensive, integrated financial planning and wealth services to clients of all types and accounts of all sizes.

Important Disclosures

Information presented should not be considered specific tax, legal, or investment advice. You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency. Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at, or call (800) 772-1213 to speak with an SSA representative.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by Lucia Capital Group) will be either suitable or profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

Securities offered through Lucia Securities, LLC, a registered broker dealer and member FINRA/SIPC. Advisory services offered through Lucia Capital Group, a registered investment advisor and an affiliate of Lucia Securities, LLC. Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed. Registration with the SEC does not imply a certain level of skill or training.

Check the background of this firm on FINRA’s BrokerCheck.