Some wealth fades.
Yours was sculpted to endure.
A coordinated retirement strategy that integrates your investments, taxes, income, insurance, and estate plan into one Retirement Blueprint — built by a 40-year veteran, not a junior advisor.
— Architects of Generational Legacy · Since 1987 —
— What most retirement plans get wrong —
You don't have one plan. You have five disconnected ones.
A retirement account here. An IRA there. A Social Security strategy you'll figure out later. A trust in a drawer that may or may not be funded. An insurance policy you bought a decade ago and haven't reviewed since.
Most advisors specialize in one of those things. Almost none of them coordinate all five.
That's the gap that costs retirees the most. Not market returns, not fund selection. The gap between five disciplines that should be working together but aren't.
The five disciplines that must be coordinated
- 01Investment Management
- 02Tax Planning & Roth Conversion
- 03Retirement Income Planning
- 04Estate Planning & Trust Funding
- 05Insurance & Annuities
— A named methodology, not a conversation —
The Retirement Blueprint coordinates all five into one plan.
The Retirement Blueprint is the proprietary four-step process Avinci uses to build a single, integrated retirement strategy for every client. It starts with gathering your complete financial picture, projects every dollar across every year of retirement, and stitches taxes, income, insurance, and estate planning into one document you can hold in your hand.
Gather the Complete Financial Picture
Every account, every policy, every projected income source. In one place for the first time.
Build the Retirement Blueprint
Income Lab projection of every dollar across every year of retirement, with tax exposure layered in.
Create a Clear Snapshot of Your Future
The first time most clients see their entire financial life in one view. Answers four questions: Can I retire? How long will my money last? What does life look like over time? What changes if the market drops?
Refine and Personalize the Strategy
Tax-efficient withdrawals, Roth conversions, insurance protection, income timing, estate coordination. All stitched together.
— In their words —
What our clients say about us.
Nothing explains the Avinci experience better than the people who live it. Hear directly from a client about what it is like to plan their retirement with us, then watch the full collection of client stories.
See Our Testimonials →Testimonial given by a current client of Avinci Wealth Management, who was not compensated for it. It reflects that individual's experience and is not a guarantee of future results. See our testimonials page for full disclosures.
— What makes Avinci different —
Five reasons clients choose Avinci over a wirehouse, a robo, or the advisor down the hall.
Coordination, not specialization
Most competitors are one-trick. Avinci integrates investments, taxes, income, insurance, and estate planning under one roof.
Founder access for every client
Not a junior advisor. Not a call center. Lindahl Lucas personally architects every plan.
In-house trust funding
Industry research suggests 70 to 80 percent of trusts in the wild are never properly funded. Avinci prepares the paperwork, stamps the envelopes, and uploads everything to a secure portal, so your trust actually does what it was designed to do.
40 years in financial services
Insurance brokerage opened in 1987. Securities licensed in 2005. Avinci Wealth Management founded from that lineage. A career built on staying with clients through every market cycle.
A named methodology, not a sales pitch
The Retirement Blueprint is a documented, repeatable process. Every client gets the same disciplined approach.
— How we help —
Three jobs your retirement plan has to do.
Put your assets to work
Prepare for retirement by putting your hard-earned assets to work.
- Retirement Income Strategies
- Wealth Management
- Fixed and Indexed Annuities
- Stocks and Investments
- IRA / 401(k) Rollovers
Protect what you've built
Protect the assets that can help you live the retirement you've always imagined.
- Asset Protection Strategies
- Life Insurance
- Tax-Efficient Strategies
- Long-Term Care Strategies
Leave a meaningful legacy
Provide for the people and causes you care about the most.
- IRA Legacy Planning
- Charitable Remainder Trusts
- Donor-Advised Funds
— Our client families —
Pre-retirees who want one coordinated plan.
Avinci serves white-collar professionals, business owners, executives, and high-income earners across Los Angeles, Santa Clarita, and Ventura Counties.
Life events that bring clients to Avinci
- Approaching retirement within 12 to 36 months
- A 401(k) rollover decision after a job change or sale of a business
- An inheritance or death of a spouse
- Just turned 59½ and want a coordinated plan before required distributions begin
- A growing concern that the current advisor is product-pushing or one-dimensional
— Get started in three steps —
A clear path from first conversation to written plan.
Discover
Schedule a meeting to discover what your ideal retirement looks like.
Evaluate
Using the Avinci Portfolio Review, we examine your current financial situation and determine your retirement needs.
Plan
Receive a custom Retirement Blueprint designed to help you reach your goals.
— Local roots, regional reach —
Three offices. Five states.
Avinci is registered as an investment adviser in California, Arizona, Illinois, Texas, and Nevada. Most clients meet at our Santa Clarita headquarters, our Beverly Hills office, or our Woodland Hills office. We also serve clients across the country via secure video meetings.
Santa Clarita
23929 Valencia Blvd, Suite 404
Santa Clarita, CA 91355
Beverly Hills
9701 Wilshire Blvd, 10th Floor
Beverly Hills, CA 90212
Woodland Hills
21021 Ventura Blvd, Suite 200
Woodland Hills, CA 91364
Cities we serve
— Your advisor —
Lindahl Lucas.
Forty years stewarding California families through every market the modern era has thrown at us. Founder of Avinci Wealth Management. CRD#327780. The Retirement Blueprint isn't a sales process — it's a discipline refined across four decades of advising people exactly like you.
Read his full story →
— Complimentary guide —
10 Steps to a Successful Retirement.
As you get closer to retirement, the details matter more than the broad strokes. How much money will you have coming in every month? Is that money guaranteed, or could it fluctuate? How will you spend it without running out?
Ten steps. Worth your evening.
— Thirty minutes · No pitch · No pressure —
Ready to take the next step?
For more information about our services or to discuss your retirement strategy, schedule a Retirement Blueprint Strategy Session today. Thirty minutes. No pitch. No pressure.
Schedule a Strategy Session →Or call us at 888-855-2612