Financial Planning Services – Finances for Life, LLC

We offer the following advisory services in San Diego County:

♦ Investment Advisory Services

We manage portfolios with institutional-class shares, focusing on equities, bonds, and ETFs to maximize returns while minimizing fees.

♦ Financial Planning

Financial Planning Steps in San Diego

Types of Financial Planning

  • What’s Working Analysis – Assess your current strategy to identify strengths and gaps.
  • Wealth Planning – Accumulation, pre-retirement, and income planning for every life stage.
  • Legacy Planning – Retirement income distribution, estate planning guide, wealth transfer, and beneficiary planning.

♦ Wealth Management Services

Our integrated approach combines investment advisory and financial planning to align your portfolio with your life goals in San Diego.

Five Critical Areas of Financial Planning

We consider these areas, taking into account your family traditions, values, and wishes:

  • Protection – Ensuring your plan is ready for the unexpected.
  • Estate Planning – Carrying out your wishes with comprehensive strategies.
  • Retirement Income Planning – Strategizing for a secure retirement income.
  • Taxes – Maximizing earnings by minimizing tax liabilities.
  • Investments – Focusing on the growth and management of your portfolio.

Based on your goals, we tailor strategies to help you establish a sound financial plan. Meet Lucille M. Shaw, our founder, to learn more.

Ready to start? Schedule a free Exploratory call.