Lifetime Capital Group – Baby Boomer Retirement Planning

Lifetime Capital Group – Baby Boomer Retirement Planning

 

Lifetime Capital Group

Lifetime Capital Group is an independent, fee-only advisory firm that assists families and individuals considering or already in retirement.

Serving the San Francisco Peninsula

Baby Boomers from San Mateo, Menlo Park, Redwood City and the San Francisco Peninsula come to us for advice.

 


 

Retirement – Being Prepared Can Make All the Difference.

We help make the retirement you dream of come true.

03Important Questions

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?

Don’t Put it Off

When it comes to retirement planning, Baby Boomers 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.

Speak With a Personal CFO

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!
 

baby boomer retirement planning san mateo, baby boomer retirement planning redwood city, baby boomer retirement planning menlo park

Hi, I’m Rick Raybin, Your Personal CFO.

I serve clients in San Mateo, Redwood City, Menlo Park and the San Francisco Bay Area and help Baby Boomers plan to retire comfortably, securely and confidently by working with me — rather than figuring it out on their own.

My clients have been able to gain greater clarity about their future, better understand their options, and gain a deeper understanding of the impact that their choices as Baby Boomers will make. Together we implement a comprehensive program to ensure success in the next phase of their life. We can do this for you – with practical guidance and clear next steps.

Whether you are getting ready to retire or are already enjoying this next phase of your life, let us help you make sure you have what you need.

 


 

Benefits of Retirement Planning and Financial Planning with Lifetime Capital

 

 


 

Lifetime Capital Uniqueness

We are different in a number of ways:

Targeted

Lifetime Capital Group’s services are very well suited to Baby Boomers needing assistance with their financial future.

Intimate

You get a trained professional working with you and won’t get passed off to another advisor after you agree to work with me.