TrusTworThy, IndependenT FInancIal advIceIn 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?

303 Twin Dolphin Drive, 6th Floor, Redwood City, CA 94065 | Phone: (650) 325-5890 | www.lifetimecapitalgroup.com

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.

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