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Now is the time to take charge of your financial future. As a member of the Financial Planners Association we can help get you on the path to financial security. Contact us today about a free consultation, complimentary educational newsletter, and free financial and seminars.

Complete Financial Planning

From creating retirement income to IRA rollovers, we offer full retirement planning services. With 3 locations to choose from, free financial seminars, and interactive online tools, we offer premiere financial planning services convenience throughout Silicon Valley.

Welcome to LFS Asset Management

Holistic Approach to Financial Planning

As financial advisors in the San Francisco & San Mateo areas, we take a comprehensive approach that includes financial strategies, tax saving techniques, estate conservation methods, and risk management ideas. We will recommend the services that most meet your needs and will help you reach your financial goals for retirement. One of the most common obstacles to a fulfilling retirement is the lack of information. At LFS Asset Management, we will guide you through the complexities of retirement planning and create an effective plan that will provide for you and those you love. We are financial advisors in the San Mateo & San Francisco areas. Contact us today to learn how we can help you with your financial planning!

Our Services Include:

    • Retirement Planning and Investments
    • Tax Planning, Compliance, and Representation
    • Retirement Distribution Planning
    • Estate Planning and Estate Settlement
    • Wealth Planning and Wealth Management
    • College Admissions and Financial Aid Consulting

      Will You Have Enough Money to Retire?

      With proper planning, you can enjoy a relaxing retirement that is free of financial worries. The first step in planning is to determine how much money you will need during retirement. The second step is determining where that money will come from.

      Retirement Funding: It’s Up to You

      Only about 33% of an average person’s retirement funding comes from Social Security, according to current findings by financial experts. The bulk of retirement funding will come from other investments you make over the years, such as employer sponsored plans, personal retirement plans, and other savings and investments.

      Free Consultation