Lifetime Capital Group provides independent financial advice and wealth management services to help clients navigate complex financial decisions. They offer complimentary consultations to evaluate clients' financial situations, identify any potential problems, and develop coordinated strategies. Their experienced advisors can review clients' investments, estate plans, risk protection, and more to ensure clients are on track to meet their goals and protect their wealth for the future.

1. TrusTworThy, IndependenT FInancIal advIce
In today’s complex and ever-changing world, managing wealth requires constant attention and an ability to cut
through the financial noise. Advice is easy to come by―from professional advisors, “experts” in the media, friends,
and family. But what advice is worth listening to and what should be disregarded?
a voIce oF
reason In a sea oF
conTradIcTory
FInancIal opInIons
Lifetime Capital Group provides prudent, unbiased guidance regarding investing and wealth management. We
are a calm, independent voice of reason in a sea of contradictory financial opinions. We offer complimentary
wealth evaluation services to help people determine where things stand in their financial life.
HAve you ConsiDeReD THe FoLLoWinG?
• How would you cope financially after a significant life change, such as divorce or the death of your spouse?
• Do you have a succession plan in place for your business?
• Have you taken steps to adequately protect yourself and your family against risk?
• Are your investments performing in a way that positions you to meet your financial goals?
• Are your investment fees too high?
• Are you taking unnecessary risks?
• is your estate plan complete, or are there areas of concern that still need to be addressed?
• Are you doing all you can to build and protect your hard-earned wealth?
if you aren’t sure of the answers to these questions, Lifetime Capital Group can help. We’ve found that a thorough,
objective review of a client’s total financial situation is worth the time. identifying potential problems now can
save time, energy, money, and heartache in the future.
our experienced professionals can conduct a comprehensive financial review to confirm you are on the right
track or identify issues that may need to be addressed. if you desire, we can also create coordinated strategies
that will help you manage all your assets, both now and in the future. Don’t wait until it’s too late. Take control of
your wealth today, for yourself and for your family.
To schedule a complimentary wealth evaluation, contact Lifetime Capital Group today.
303 Twin Dolphin Drive, 6th Floor, Redwood City, CA 94065 | Phone: (650) 325-5890 | www.lifetimecapitalgroup.com