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 * Services
   * Retirement Exit Planning
   * Income Tax Reduction Planning
   * Estate Planning
   * Portfolio Management
 * Resources
   * Wealth Advisory Workshops and Webinars
   * Blog
   * Publications
 * About
   * Meet the Team
   * LFS Client Relationship Summary (CRS)
   * Fortune Financial CRS
 * Contact Us
 * Client Center
 * (925) 800-7470
 * (650) 344-1700

 * Services
   * Retirement Exit Planning
   * Income Tax Reduction Planning
   * Estate Planning
   * Portfolio Management
 * Resources
   * Wealth Advisory Workshops and Webinars
   * Blog
   * Publications
 * About
   * Meet the Team
   * LFS Client Relationship Summary (CRS)
   * Fortune Financial CRS
 * Contact Us
 * Client Center
 * (925) 800-7470
 * (650) 344-1700


 
 


LFS WEALTH ADVISORS

Let our Total Solution Approach help you retire with financial peace of mind.

Request your complimentary financial checkup



A Registered Investment Advisory & Professional Accountancy Corporation




LFS WEALTH ADVISORS IS NAMED ONE OF THE “50 MOST ADMIRED COMPANIES OF THE YEAR
2021,” BY THE SILICON REVIEW.


WHAT SERVICES SHOULD YOUR WEALTH ADVISOR PROVIDE?

Download the checklist to see how we compare with your current advisor and see
if you are getting the service that you deserve.

Download your checklist today!



OUR TOTAL SOLUTION APPROACH

We use a holistic approach that includes best practice financial and risk
management solutions to accumulate and preserve wealth, and income tax reduction
planning/estate conservation strategies to help keep more of what you make.


RETIREMENT EXIT PLANNING

Are you planning to retire soon? Do you wonder what to do with your company
retirement plan, or when to apply for social security benefits?

Learn More


INCOME TAX REDUCTION PLANNING

Let our tax professionals help you to coordinate your tax planning with your
finances, to protect your bottom line while you are growing your top line.

Learn More


ESTATE
PLANNING

Let us help you plan for estate tax savings. We use advanced planning tools and
strategies to help save more of what you have to pass on to your loved ones.

Learn More


PORTFOLIO MANAGEMENT

We begin with an independent analysis of your portfolio mix, to determine the
buy, sell, and hold status of each position in your account.

Learn More


ABOUT US

LFS Wealth Advisors is a comprehensive wealth management firm serving the San
Francisco Bay Area. LFS’ total solutions approach integrates tax planning/tax
reduction strategies, estate conservation planning and retirement planning with
investment strategies to help achieve optimal wealth management results.

CONTACT US

MAIN OFFICE:
3223 Crow Canyon Rd., Suite 245
San Ramon, CA 94583
Tel: (925) 800-7470
Fax: (650) 558-9656

BRANCH OFFICE:
1350 Bayshore Hwy., Suite 210
Burlingame, CA 94010
Tel: (650) 344-1700
Fax: (650) 558-9656

QUICK NAVIGATION

 * Home
 * About LFS Wealth Advisors
 * Contact Us
 * Resources
 * Wealth Advisory Workshops and Webinars
 * Blog

SERVICE

 * Retirement Exit Planning
 * Income Tax Reduction Planning
 * Estate Planning
 * Portfolio Management

GET CONNECTED



© 2022 LFS Wealth Advisors. Securities offered through Fortune Financial
Services, Inc. Member FINRA/SIPC. LFS Wealth Advisors and Fortune Financial
Services, Inc. are separate entities and are not affiliated. Please remember
that different types of investments involve varying degrees of risk, and there
can be no assurance that the future performance of any specific investment or
investment strategy will be profitable or equal any historical performance
level(s). Additional information about LFS Wealth Advisors is available in its
current disclosure documents, Form ADV, Form ADV Part 2A Brochure and Form CRS.
All are accessible online via the SEC’s Investment Adviser Public Disclosure
(IAPD) database at www.adviserinfo.sec.gov, using SEC #801-113091. Rankings
and/or recognition by unaffiliated rating services and/or publications should
not be construed by a client or prospective client as a guarantee that he/she
will experience a certain level of results if the Company is engaged, or
continues to be engaged, to provide investment advisory services, nor should it
be construed as a current or past endorsement of the Company by any of its
clients. Rankings published by magazines and others, generally base their
selections exclusively on information prepared and/or submitted by the
recognized adviser. Rankings are generally limited to participating advisers.|
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