Founded by Michael J. Lucia, Retirement Planning & Wealth Management, LLC is a Tucson, Arizona-based independent financial firm. The company is dedicated to providing personalized financial planning and wealth management with a focus on retirement. Their mission is to help clients make informed financial decisions through education, communication, and dedicated service. They operate on a fiduciary standard, aiming to build long-term relationships and guide clients through various life stages, from wealth accumulation to retirement income distribution and estate planning.

Founded in

United States