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A few years ago our founder, Edick Lucas, stayed in a high end hotel while visiting San Francisco. As a Floridian, he didn’t know the area and was searching for a place for dinner. He turned to the hotel’s Concierge, who gathered more information about what he was expecting, provided him multiple options, and navigated all of Edick’s questions about the area with patience and ease.

In 2014, when Edick started Concierge Financial Planning Group, he thought back to that experience and the high level of service he received. When speaking with the hotel’s professional, he felt educated, empowered, and able to use the tools given to pursue success.

This is the planning approach we utilize at our firm. We provide our clients with an unparalleled level of service, develop long-term relationships, and get to know them on a personal level before making any recommendations. We lead with advice, not products, and always serve in your best interest.

Contact us today to see what a concierge level of service would look like to you.