Finances for Life, LLC:
Bringing Clarity to Life's Financial Decisions
Clarity | Focus | Advocacy | Direction
5857 Owens Avenue, Suite 300
Carlsbad, CA 92008
Phone:
877-335-4110
E-mail:
Finances for Life,LLC – Bringing Clarity to Life's Financial Decisions
Independent Fiduciary Financial Advice & Planning
Personalized financial guidance for individuals and families who want clarity, perspective, and professional advice, whether they need comprehensive planning, ongoing guidance, or advice on a specific financial decision.
Finances for Life, LLC is an independent, fee-only Registered Investment Adviser founded by Lucille M. Shaw. We provide fiduciary financial advice and planning designed to help individuals and families make informed decisions about their money, investments, retirement, and changing life circumstances.
Financial Guidance Built on Experience
Lucille M. Shaw, MBA, is the founder and fiduciary advisor at Finances for Life. With more than 25 years of financial advisory experience, Lucille helps clients navigate retirement, investments, financial planning, and important life decisions with clarity and confidence. Meet Lucille M. Shaw.
Our approach is life-centered—your success is our success. It’s not just about money; it’s about you.
Your Future Starts Here
Financial decisions rarely happen in isolation. Retirement, investments, taxes, family, health, career, and changing life circumstances often intersect. We help you see the bigger picture and move forward with:
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Clarity – Understanding complex financial decisions.
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Focus – Identifying what matters most.
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Advocacy – Keeping your interests at the center of the advice.
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Direction – Knowing what to do next as life and circumstances change.
Get Started Today
Explore our Services or check out Client Process to learn more. We frequently update our information, so visit often or, better yet, call us—we love hearing from you!
Serving San Diego, Carlsbad, La Jolla, and beyond. Learn About Us | FAQs