Contact — Santa Clarita Valley
Pick a time on the calendar for a 30-minute introductory conversation with Lindahl Lucas. There is no cost to start and nothing to bring but your questions.
What to expect
Scheduling a meeting is the first step in the Retirement Blueprint, the process Avinci Wealth Management uses to coordinate the moving parts of a retirement into one plan. The introductory call runs about 30 minutes and is a conversation, not a sales presentation. Lindahl Lucas listens to where you are, what you have built, and what you want the next stage of life to look like, then explains how a coordinated plan would approach it.
Avinci serves pre-retirees and retirees across the Santa Clarita Valley, including Valencia, Stevenson Ranch, Saugus, Newhall, and the surrounding communities, with additional offices in Beverly Hills and Woodland Hills. The firm works on a fee-based model, and where insurance or annuity products are involved through the affiliate Lucas Insurance Services, that relationship and any compensation are disclosed in writing before anything is placed.
If you would rather read first, you can review the Retirement Blueprint methodology, see the full range of financial services Avinci coordinates, or learn more about Lindahl Lucas. When you are ready, choose a time on the calendar above and you will receive a confirmation with the meeting details.
