Toll free 888.384.8048|Phone: 909-267-3770|Fax: 909-267-3790|Schwab Alliance Login|Client Portal Login

Address: 250 W. First St., Ste. 248 . Claremont, CA 91711

Services and Solutions

At LifeSteps Financial, we take a comprehensive approach to your financial planning and investment needs. Turn to our team for information on any of the following services and solutions…and the steps we’ll take together to grow and protect your assets.

How Can We Help You?

Plan for Retirement

  • Decide how much money you will need
  • Develop a strategy to meet your comfort zone
  • Take advantage of tax-deferred investment options
  • Evaluate social security benefits
  • Create a secure income stream

Loss of Spouse (widowhood or divorce)

  • Update beneficiaries
  • Evaluate pension and social security benefits
  • Review estate planning documents
  • Redesign investment strategy
  • Coordinate a support team: family, CPA, attorney

Estate Planning

  • Inventory of Assets
  • Review of legal documents
  • Facilitate family discussions
  • Address philanthropic wishes
  • Consider need for trust services

Asset Protection

  • Evaluate life insurance needs
  • Consider long-term care issues
  • Identify potential liabilities
  • Design short-term savings strategy

Basics of Money Management

  • Saving vs. Investing
  • Reflecting Socially Responsible Investing (SRI) values
  • Asset Allocation significance
  • Goal-based investment strategy (e.g. College Funding)
  • Getting organized
  • ETFs (exchange-traded funds)

Contact us today at (909) 267-3770 to make an appointment for a friendly, complimentary consultation — with no obligation. We would appreciate the opportunity to earn your business and embark upon a rewarding relationship with you