Lifetime Capital Group – Baby Boomer Retirement Planning
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. Learn more about what Lifetime Capital can do for you.
Let’s set up a complimentary meeting with no fee and no obligation to explore your financial needs.
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.
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!
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
Financial Advocate and Confidante
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.
A Local, Experienced CFO
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, 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:
Lifetime Capital Group’s services are very well suited to Baby Boomers needing assistance with their financial future.
You get a trained professional working with you and won’t get passed off to another advisor after you agree to work with me.
You get access to the resources, knowledge, and expertise of a large wealth management firm but with the personal attention and one-on-one guidance of a smaller firm.
Some retirement advisors receive commissions from the companies whose products they recommend. I am never compensated this way. I am fee-only. If you succeed, I succeed.
Working with Lifetime Capital Group, you can rest assured that I have your best interests in mind. I am legally obligated to put your best interests in front of mine at all times.