You're Age 50+
You have $500,000 (or more) in retirement savings.
But you have questions.
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"How do I turn my nest egg into a paycheck?"
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"How can I reduce my taxes in retirement?"
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"Are my investments suitable for retirement?"
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Who We Serve
We help those nearing retirement and in retirement, lower taxes, invest smarter, and maximize income.
We're retirement & tax planning experts and do our best work with:
We're retirement & tax planning experts and do our best work with:
- Retirement investors age 50+ who are retired or close to it.
- Diligent savers with investments over $500,000 (excluding real estate).
- People who value expert help because retirement is too important.
Retirement Planning Case Studies
Nearing Retirement
After accumulating wealth throughout the years as a City Manager, Nancy began thinking about retirement.
She has three adult children (one still in college) and two grandkids. Nancy lives modestly, owns her home, and looks forward to spending more time with family in retirement...
She has three adult children (one still in college) and two grandkids. Nancy lives modestly, owns her home, and looks forward to spending more time with family in retirement...
Retired
Bob and Sue recently retired from rewarding careers and have lots of plans for the future.
They want to ensure that their retirement plan not only enables the lifestyle they have envisioned but also provides a plan to ensure they never run out of money...
They want to ensure that their retirement plan not only enables the lifestyle they have envisioned but also provides a plan to ensure they never run out of money...
The Investment Advisor Advantage
At LifeFocus Financial Advisors, we give you the Investment Advisor Advantage - that is a disciplined, long-term investment strategy for managing risk and capturing market returns. Our mission is to provide you with an outstanding investment experience and an advisory relationship built on personal trust and integrity. LifeFocus is a fee-only investment manager and we feel that by charging an annual fee for our services (rather than a commission to buy or sell investments) our interests are aligned with yours - to increase your portfolio's value.
Our investment approach is derived from rigorous, on-going academic research by leading financial economists. Using institutional investments, we help you maintain a disciplined strategy that not only is sensible, but is cost effective and tax efficient to develop and maintain.
Our real value comes from helping you find the confidence that you will be able to achieve your life goals so you can live your one life the best way you can.
Our investment approach is derived from rigorous, on-going academic research by leading financial economists. Using institutional investments, we help you maintain a disciplined strategy that not only is sensible, but is cost effective and tax efficient to develop and maintain.
Our real value comes from helping you find the confidence that you will be able to achieve your life goals so you can live your one life the best way you can.
