Our Services
You and your spouse have invested in real estate – and so far, you’ve enjoyed the process! However, you’re starting to feel trapped. Your children are not ready or interested in taking over. Attending to your properties limits your current lifestyle. After taxes, your cash flow is too little to travel and have fun.
When you struggle to support your current lifestyle needs and long-term legacy planning seems entirely out of reach, we can help you find what you need.
When we understand you what you want, we can help you increase your cash flow without triggering a significant tax burden. Our financial and legacy planning framework eases the burden of making important decisions while freeing you to enjoy your desired lifestyle.
Comprehensive Solutions Leave No Stone Unturned
From wealth management and retirement planning to strategic investments, tax planning, and crafting a robust estate plan, we’ve got you covered. Our tailored solutions are designed to increase your cash flow, free up your wealth, and mitigate tax liabilities – because your financial success is our priority.
What We Do
Real Estate Strategy: Unlocking Your Property Potential
Your real estate holdings are more than assets; they’re the cornerstone of your financial journey. We see beyond properties; we see opportunities. Whether you want to optimize returns, streamline property management, or unlock hidden value, we tailor real estate strategies to your lifestyle and retirement aspirations – whatever they may be. Let us help you turn your real estate portfolio into a powerful engine driving your financial success.
Company Stock: Turning Opportunities into Wealth
Owning company stock is more than a perk; it’s a pathway to financial empowerment. We can help you turn these opportunities into tangible wealth. From strategic exercises to tax-efficient strategies, we navigate the intricacies of company stock, ensuring you make the most of what’s rightfully yours. Let’s transform your stock into a key driver of your financial success.
Tax Planning: Navigating Your Financial Horizon
In the Bay Area’s dynamic financial landscape, tax planning is not just a strategy; it’s an art. We specialize in crafting personalized tax plans that mitigate liabilities and maximize your financial potential. Our approach is meticulous, our solutions are innovative, and your peace of mind is non-negotiable. Let’s sculpt a tax strategy that aligns with your goals, protects your wealth, and puts more money back where it belongs – in your hands.
Retirement Planning: Crafting Your Financial Freedom
Retirement isn’t just a milestone; it’s a new chapter waiting to be written. We don’t just help you plan for retirement; we help you craft a roadmap to your financial freedom. Our comprehensive approach considers your aspirations, lifestyle, and legacy, ensuring that your retirement years are not just comfortable, but extraordinary. Let’s build a retirement plan that reflects your unique journey and secures your financial future.
Estate and Legacy Planning: Your Legacy, Our Commitment
Your aspirations are the blueprint, and our team is the architect, creating a financial legacy that echoes for generations.
Our Process
It starts with a casual conversation to get to know one another. If it makes sense, we’ll discuss your family, specific goals and values, and how Lifetime Legacy Services can help you.
There’s no commitment required! You want to ensure we are the right fit for your unique needs.
When you believe that we’re the right fit, we apply what we discovered to the next steps in our process:
Ready to Learn More?
Schedule your complimentary consultation today. We’d love to get to know you.
