Working With Clients
in the San Francisco Bay Area And Beyond
Since 2006, Lifetime Capital Group, LLC has helped those we serve make important financial decisions that work. 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, they received the advice they needed when they needed it. And you will too.
While we work with many clients, we often find we are able to provide solutions for:
Tech & Software Professionals
Tech & Software
Technology, software, and engineering professionals may face unique challenges managing stock options and navigating financial decisions if their employer merges with another company or is acquired.
Biotech & Pharma Professionals
Biotech & Pharma
In the fast-growing realm of life sciences, employees may have financial challenges as retirement plans, stock options, and other benefits evolve.
Baby Boomers
Baby Boomers
Whether you have already retired, about to retire, or beginning to consider your options, you will find the guidance you seek to ensure success in retirement.
Physicians, Attorneys & Consultants
Physicians, Attorneys & Consultants
Physicians, attorneys, and consultants often need a partner to develop a strategy to guide and optimize their personal and professional finances.
While every client is unique, all have one thing in common:
They want a plan to reach their goals and an advisor who can help them get there.
Let Lifetime Capital help you get where you want to go.