Information presented on this website 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.
Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment strategy will be either suitable or profitable for a client's or prospective client's portfolio. No client or prospective client should assume that the information on this website (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Westland Wealth, Lucia Capital Group, or from any other investment professional.
The information provided is based on current laws, which are subject to change at any time. Westland Wealth and Lucia Capital Group are 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 WWW.SSA.GOV or call (800) 772-1213 to speak with an SSA representative.
The information, views and opinions expressed on this website do not necessarily reflect those of Lucia Capital Group, its subsidiaries or affiliates; are subject to change without notice, and may not come to pass. All investments are subject to risk including loss of principal. Hypothetical case examples are for illustrative purposes only.
Securities offered through Lucia Securities, LLC, member FINRA
, and an affiliate of Lucia Capital Group, a registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Westland Wealth & Westland Financial Service, Inc. are affiliated entities. Lucia Capital Group and any of its subsideraries are not affiliated with Westland Wealth or Westland Financial Services, Inc.
Annuities are long-term investment products designed for retirement purposes. Guarantees are based on the claims-paying ability of the issuer subject to their terms and conditions. Early withdrawals may be subject to surrender penalties and, if taken prior to age 59½, may be subject to an additional 10% federal tax. Annuities are not FDIC insured. Certain terms and conditions apply, so please read insurance company materials carefully. Insurance products offered through Westland Financial (CA Insurance Lic. #0785972).
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