Lifetime Capital Group is an independent, fee-only advisory firm that assists families and individuals considering or already in retirement. Baby Boomers in San Mateo, Menlo Park, Redwood City and the SF Peninsula, in particular, come to us for advice. We help make the retirement you dream of come true.
Retirement – Being Prepared Can Make All the Difference.
How much do you need? How long with it last? What do you want to do with all of your time? How much do you want to leave to children, grandchildren or charities?
When it comes to Baby Boomer retirement planning and financial planning, many in San Mateo, Menlo Park, Redwood City and the SF Peninsula are unclear about where they stand, what they need to do next, or uncertain if they can retire at all. Too often, they put off any planning, hoping everything will work out which it might, but then again, it might not. And, for sure, no one wants to outlive their money. That’s why it is important to find a personal CFO in the San Francisco Peninsula who can answer your questions, help you plan for, and actually see you through retirement. This may be the most important decision you will ever make!
Benefits of Retirement Planning and Financial Planning with Lifetime Capital
The main benefit of working with Lifetime Capital is having a financial advocate and confidante committed to helping you gain certainty and peace of mind that you are on track to retire the way you really want to and that you have a workable strategy to put your plan into action. You will get the benefit of having a local, experienced CFO and professional, not a stock broker or a “robo” expert, guide you in the right direction towards reaching your financial life goals while maintaining family peace and harmony.
You will find that working with me on baby boomer retirement planning and financial planning, you will essentially be taking your emotions out of the financial planning game, which has been shown over and over to improve overall long-term performance.
And, you will benefit from reduced worry and less stress.
Lifetime Capital Uniqueness
We are different in a number of ways: