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We have only one goal ...

... To help you invest your savings so you can replace paychecks from working with income from investing.*

Putting a retirement-income plan in place can help provide the confidence you need to relax and look forward to retiring.

Take the 1st Step now

Invest a Money-Hour of your time and in return receive
a FREE “Investment Risk Audit and Portfolio X-ray”

Once you know where you stand, we’ll design a customized plan using our 4-Step Retirement-Income Process to help you make retirement happen.

If you are a visitor, receive the same guidance our clients receive every day.

One of the practice measures we are most proud of is our client retention rate. Of the client households that helped establish our Raymond James practice, over 19 years ago, 7 out of 10 households are still with us today; either individually or represented by their heirs**

If you’re already a client, thank you for your confidence.

Jim Wycoff and Sheri Lucas

Wycoff | Lucas, Retirement Income Investment Group

*There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

**Our basis for this calculation is available upon request and is reviewed and updated annually. Our founding period is from 08-01-1995 to 12-31-2000. Updated 12.31.14. The information provided has been obtained from sources considered to be reliable, and is for general informational purposes only. Raymond James has not verified and does not endorse nor guarantee that the foregoing material is accurate or complete. Information should not be considered a recommendation of the advisor's services or abilities, or indicate a favorable client experience. Individual results will vary.









Sheri Lucas

Kristina Gilley

Kenwood Office  |  513-793-1990  |  Toll-Free: 800-541-9791  |  8041 Hosbrook Road, Suite 416  |  Cincinnati, OH 45236
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Wycoff-Lucas Retirement-Income Investment Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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