Financial Planning With Care
Meet your Advisor
At Lucci Financial Group, we help pre- and post-retirees build modern lifetime income streams using time-tested strategies designed to last through both favorable economies and times of uncertainty.
Today’s retirement challenges extend far beyond asset growth. Many retirees face hidden risks that go overlooked by traditional advisors. The greatest fear for many is running out of money—often because conventional planning fails to account for excessive market exposure, poor asset location, extended care shocks, expensive Medicare surcharges, and rising taxes. Simply selling shares for retirement cash flow is not a sustainable plan.
Our education-first, safety-focused approach combines income planning with proactive tax strategies. This is designed to help clients improve income efficiency, reduce unnecessary tax exposure, and better protect assets from market volatility and unexpected healthcare costs. We believe successful retirement planning is not just about average returns on paper; it is about real income, purchasing power, tax efficiency, and creating a plan built to last.
Our Mission
Educate, empower, and guide retirees toward more efficient retirement income strategies by helping them reduce unnecessary risk, improve tax efficiency, and build a financial plan designed to withstand life’s uncertainties.
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YOUR RETIREMENT PLANNING PARTNER
Meet Robert Lucci
Robert Lucci
Founder/Principal
Robert Lucci is the Founder and Principal of Lucci Financial Group, a Sarasota, Florida-based financial firm specializing in secure-first retirement income strategies. With a career in financial services spanning over four decades, Robert brings a depth of knowledge and insight that only experience can deliver. Since 1985—when the Dow Jones Industrial Average was just 1,280—he has navigated clients through multiple market cycles, interest rate changes, and economic shifts, helping them protect and grow their retirement assets with confidence.
