533 Airport Blvd., Suite 400, Burlingame, CA 94010
Lifetime Capital Group is an independent, fee-only advisory firm that assists families and individuals by developing and implementing customized financial planning and investment strategies that address all aspects of their financial lives.
The clients we serve live and work in Burlingame, San Mateo, Belmont, San Carlos, Redwood City, Menlo Park and elsewhere on the San Francisco Peninsula.
Lifetime Capital Group’s services are designed to meet the needs of those we serve. From customized financial planning and investment strategies including, stock options, real estate and business ownership matters to proactive tax planning, retirement planning, and estate planning, we have your life journey covered.
We believe that advice is personal. The more we understand about you, the better advice we can provide. And, the professional advisor who you have spent so much time getting to know and trusting will be your advisor. You won’t get passed off to another advisor after agreeing to work with us.
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 boutique firm.
Some financial professionals call themselves “advisors” even though they receive commissions from the companies whose products they recommend. We never receive compensation from anyone but you. We are fee-only. Our fees are structured to align our interests with your goals. Put simply, if you succeed, we succeed.
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 your lifetime journey is on a path to success and that you have a workable strategy to keep you on that path.
You will get the benefit of having an accessible professional as your primary point of contact. Drawing on my experience as a CPA, a corporate CFO, and financial consultant, not a stock broker or a “robo” expert, you can feel confident that you are taking the right steps for achieving your financial life goals and free to spend time on the things that matter most in your life.
You will find that by working with me, you can take your emotions out of the financial planning game, which has been shown over and over to improve overall long-term performance. Imagine the relief you will feel from reduced worry and less stress.
I help Baby Boomers, High Tech & Bio Tech Executives, and Families preserving their wealth for future generations, successfully manage all aspects of their financial lives.
My clients have been able to gain greater clarity about their future, better understand their options, and gain a deeper understanding of the impact their choices will make. Together we implement a customized 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 facing a major transition, considering a significant event, getting ready to or are already enjoying the next phase of your life, let us help you make sure you have what you need.
The clients I serve live and work in Burlingame, San Mateo, Belmont, San Carlos, Redwood City, Menlo Park and throughout the San Francisco Bay Area.
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