lifetime capital group

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ENJOY A LIFETIME OF FINANCIAL SECURITY You’ve spent years building your assets and creating wealth. Now, you face the challenges that come with managing that wealth, including choosing from an array of investment products, evaluating contradictory advice from the financial media, and coping with financial scandals. Clear, unbiased guidance could help you make informed financial decisions, but to whom do you turn for that advice? 303 Twin Dolphin Drive, 6th Floor, Redwood City, CA 94065 | Phone: (650) 325-5890 | www.lifetimecapitalgroup.com Lifetime Capital Group is an independent, fee-only wealth management firm that helps successful individuals, families, and closely held businesses cut through the “noise” about wealth management. We guide our clients through the complex business of managing wealth, both for today and for the future. We begin each client relationship with an in-depth consultation to identify your goals and priorities. We then collaborate with you to devise strategies to attain those goals. Finally, we bring together experts to help you put all the pieces together. As a result, you enjoy the luxury of having a coordinated team of professionals who are committed to your well-being, leaving you confident in your financial future and free to focus your energy on other aspects of your life. Our clients get great comfort from knowing we are there to help them stay on track and to achieve their goals. This support is especially valuable during times of confusion or stress, whether those feelings are related to volatile markets or personal events. It is at these difficult moments when the guidance of an understanding, steadfast partner often proves most valuable and comforting. By choosing to make Lifetime Capital Group your advisor, you can rest assured that you, your family, and your business are well cared for. LIFETIME CAPITAL GROUP CAN HELP YOU: Identify and balance your goals Manage conflicting wealth objectives Develop strategies to mitigate estate tax and preserve wealth for successive generations Implement succession strategies for investment real estate WE HELP FAMILIES PRESERVE AND ENHANCE WEALTH FOR CURRENT AND FUTURE GENERATIONS.

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Page 1: Lifetime Capital Group

Enjoy a LifEtimE of financiaL SEcurityyou’ve spent years building your assets and creating wealth. now, you face the challenges that come with managing that wealth, including choosing from an array of investment products, evaluating contradictory advice from the financial media, and coping with financial scandals. Clear, unbiased guidance could help you make informed financial decisions, but to whom do you turn for that advice?

303 twin Dolphin Drive, 6th floor, redwood city, ca 94065 | Phone: (650) 325-5890 | www.lifetimecapitalgroup.com

Lifetime capital Group is an independent, fee-only wealth management firm that helps successful individuals, families, and closely held businesses cut through the “noise” about wealth management. We guide our clients through the complex business of managing wealth, both for today and for the future.

We begin each client relationship with an in-depth consultation to identify your goals and priorities. We then collaborate with you to devise strategies to attain those goals. finally, we bring together experts to help you put all the pieces together. as a result, you enjoy the luxury of having a coordinated team of professionals who are committed to your well-being, leaving you confident in your financial future and free to focus your energy on other aspects of your life.

our clients get great comfort from knowing we are there to help them stay on track and to achieve their goals. this support is especially valuable during times of confusion or stress, whether those feelings are related to volatile markets or personal events. It is at these difficult moments when the guidance of an understanding, steadfast partner often proves most valuable and comforting. By choosing to make Lifetime capital Group your advisor, you can rest assured that you, your family, and your business are well cared for.

LifEtimE caPitaL GrouP can hELP you:• identify and balance your goals• Manage conflicting wealth objectives• Develop strategies to mitigate estate tax and preserve wealth for successive generations• implement succession strategies for investment real estate

WE hELP famiLiES PrESErvE anD

EnhancE WEaLth for currEnt anD futurE

GEnErationS.