Integrating your Life and Money Finances for Life, LLC is an independent financial planning firm founded with you in mind, our only focus. We provide unbiased comprehensive financial planning and wealth management services to San Diego and North County Coastal families, medical professionals, business owners and retirees. We are located in Carlsbad, CA and also serve clients in Illinois, Idaho and Maryland. My name is Lucille Shaw, President and founder of Finances for Life, LLC. I would like to personally welcome you to finances4life.com. We created this website as a way for you to get to know us and help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of what we do and how we can help you get from where you are to where you want to be. We are here to help educate you about the basic concepts of financial management; to give you fast easy access to market performance data; and to make recommendations regarding your financial choices. It is our hope that you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments in the area of personal finance. For a free no obligation initial consultation, email us at lucille@finances4life.com or call us at
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This Cash Flow Analysis form will help you weigh your income vs. your expenses. How much do you need to save each year to meet your long-term financial goals? Use this calculator to estimate the cost of your child’s education, based on the variables you input. Estimate the potential cost of waiting to purchase a long-term care insurance policy. |
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| Dow Jones Industrials | 10,447.93 | + 127.83 |
| Nasdaq Composite | 2,233.75 | + 33.74 |
| S&P 500 | 1,104.51 | + 14.41 |
| 10 Year Treasury Note | 2.62 | + 0.05 |
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2244 Faraday Avenue, Suite 101 Phone: 877-335-4110 |
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities licensed associates of Finances for Life, LLC, are Registered Representatives and Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL and NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Finances for Life, LLC and NPC are separate and unrelated companies.