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Get Started Now! Call 513.793.1990

Take the 1st Step … Set your Retirement Timeline Now!

Invest a Money-Hour of your time and in return, receive:

  • Risk Audit & Portfolio X-Ray
  • 401K Allocation Review
  • Lump Sum Distribution/Rollover Strategies (Employer Retirement Plans)
  • Social Security – Pension Plan Optimization
  • Investment Repositioning Ideas (where appropriate)

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.

Ask your questions and get serious about planning for retirement and managing your investments to get you there.

Call 513.793.1990 for a meaningful financial conversation;
No Cost or Obligation.

sheri.lucas@raymondjames.com







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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