533 Airport Blvd., Suite 400, Burlingame, CA 94010

Retirement Planning

You work hard to provide for your family and create a lifestyle you enjoy. Behind the scenes you spend a lot of time thinking about how to ensure this good life continues even after you’ve transitioned from work to retirement. Whether your target retirement age is years away or right around the corner, you need a sound plan to maintain the vision you have for your life and that of your loved ones. Lifetime Capital is here to help you create a solid plan that’s right for you.

Are you ready to speak to a professional about your financial situation?

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We believe that advice is personal. The more we understand about you, the better advice we can provide. This is especially true when it comes to retirement planning because we know your dreams, priorities and objectives aren’t like anyone else’s. This understanding guides us in everything we do on your behalf.



You may stop working once you retire, but we won’t stop working for you. Once you’ve made the change, our focus shifts to carefully managing your retirement assets. We will work tirelessly to nurture and preserve your financial independence so you can focus on living the life you’ve always dreamed of.

A comprehensive approach

At Lifetime Capital, we help you prepare for retirement your way, whether that means travelling around the world or spending time with the grandkids. Realizing your goals involves creating a plan to maximize the elements you can control and implementing strategies to help protect you from the elements beyond your control.

Like the rest of our services, we begin by learning as much as we can about you. We get to know your current financial situation, income, expenses and even your lifestyle to create the foundation for achieving your vision. But we don’t stop there. We take a proactive approach when helping you prepare for your future needs, incorporating forward-looking expectations for anticipated health-care costs, income sources, tax rates, Social Security benefits, long-term care and much more.

From there, we put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life:

  • Estate Planning
  • Income Taxes
  • Risk Management
  • Investment Management
  • Immediate Savings Needs
  • Strategies to minimize taxes on future distributions

This comprehensive approach ensures we leave nothing to chance when it comes to building a plan that will support your ideal life in retirement.


Ongoing service

Building your retirement plan is the first step. Next it’s time to put it into action. We’ll advise you on the appropriate strategies and steps to take to help you reach your vision for retirement. Because your circumstances and priorities will likely change over time, we will meet with you regularly to make any necessary adjustments to the plan.

Our goal is to create and maintain a retirement plan that helps ensure your future dreams come true and gives you the peace of mind that comes from knowing your financial future is in good hands. Your success is our success.

Securing your financial future

From moving assets from a previous employer’s retirement plan into a self-directed retirement account to establishing tax-efficient vehicles to supplement your savings plan, we can help ensure your money works as hard as you do. And we understand that your retirement years can also be about preserving your financial legacy for the next generation or meeting the need to satisfy charitable bequests.

Your retirement plan should be as unique as your vision for retirement. Whether you see yourself on a cruise around the world, opening a lifestyle business, remodeling your home or building a new one, we are here to help you get there. Contact us now to schedule an introductory conversation.


Are you ready to speak to a professional about your financial situation?

Contact Us