Your Partner in All Things Financial
Our full-service, fee-only services empower you to build a life you love and a legacy you’re proud of.
Your Goals, Our Mission
Our mission is simple – to partner with you on your financial journey, whatever that entails. We’re not just advisors; we’re advocates for your dreams. Whether you’re looking to unlock the potential in your real estate, optimize your company stock, or build a lasting legacy, our team is here to make it happen.
Does this sound familiar?
You’ve worked hard to get where you are – but it sure doesn’t feel like your financial life reflects it. You’re better off than you’ve ever been financially – but it sure doesn’t feel like your financial life reflects it.
For better or worse, so much of your wealth is tied up in real estate investments or concentrated in your company’s stock that you hold back while you look for a way to access this wealth without triggering an enormous tax bill.
Until then, you’re unable to use it to live a life you love and are unsure how to pass your assets on to your children to create a lasting legacy.
That’s where we come in.
At Lifetime Legacy Services, we understand that life in the Bay Area comes with its own set of financial complexities. Families here often find their wealth intricately tied to real estate and company stock. You struggle to live the life you want when you’re navigating a landscape where the cost of living is as high.
About You
Our clients are…
- Legacy Minded
- Concerned About Taxes
- Want to Pass Wealth to their Heirs
- Looking for a better financial advisor experience
- Want to Increase Their Cash Flow
- Tired of Managing Their Real Estate Investments
…deserving of a financial planning team that has their best interests at heart.
About Us
You deserve an advisor who goes above and beyond. We aim to meet all of your financial planning and management needs under one roof.
Financial Planning
Investing
Tax Planning
Estate Planning
Risk Management
The Team
We take pride in taking care of your comprehensive financial life – whatever that looks like for you. We customize our services to meet you where you are and work to move you toward where you want to be. We partner with key professionals to help you get organized, plan proactively, and build the life you’re excited about. This includes working with the professionals you trust and helping you select others to fill in where needed.
Learn More
Ready to embark on a financial journey that’s uniquely yours? Let’s make it happen. Schedule an obligation-free consultation with us here.
