-
March 2023
We love Jeff! He's a great listener, and he explains things so clearly and offers up fantastic advice and counsel. My wife and I felt so clueless about financial planning before talking to Jeff. Now we feel like we're in capable hands. Highly recommended
-
March 2023
We had a great experience with Jeff. We've always wanted to be more confident in our long-term future planning. Jeff helped us lay out long-term planning with a very understandable approach. We definitely recommend using Lucid Wealth Planning's services.
-
March 2022
Working with Jeff for the past year has been life-changing! His practical, realistic, and thorough guidance has allowed our family to take control of financial planning in ways I never thought possible. I am so grateful for Jeff's expertise. Our family will be sticking with Lucid Wealth for the next few decades!
