You've worked hard your whole life. Retirement shouldn't be as taxing.

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No Investment Plan is Complete Without a Good Exit Strategy

Taxes are complicated, and there's no reason to believe they won't continue to become more so in the foreseeable future. This complexity will only become more noticeable as larger numbers of people enter their pre-retirement and retirement years, when one's income is derived from a mixture of income streams from different established benefits and investment accounts. The taxation associated with these income streams and their timing can vary widely, thus non-strategic withdrawals during this period can result in individuals paying thousands of dollars more in taxes than necessary. Luca Financial Services, Inc. will offer customers the opportunity to retain more of their hard-earned and prudently saved money by following a strategic withdrawal strategy.

Luca Financial Services was formed with the idea that software can be designed to lower the costs of professional expertise and time for individuals who will benefit from an optimized withdrawal strategy before and during retirement.