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

The LifeSteps Experience

Rewarding Relationships

At LifeSteps Financial, we never lose sight of the fact that YOU —our clients — are the top priority. We offer investment and financial advice with your best interests in mind and take pride in running our business with transparency and accountability.

At LifeSteps, we strive to eliminate conflicts of interest in making investment decisions. Rest assured, we will never try to “sell you” on a specific financial product, service or investment fund unless we truly believe it fits into your long-term goals, asset allocation model, and risk level.

We are committed to providing robust investment management services delivered with a high level of personal service. Depending on your unique financial profile and investment goals, our services may include:

  • Planning for Retirement
  • Investment Management
  • Estate Planning Overview
  • College Planning
  • Asset Protection
  • Transition Services (widowhood or divorce)

We will keep you updated on economic and market conditions, as well as the progress of your investments through periodic, portfolio performance reports, regular phone consultations, and online communications.

To expand your knowledge about personal finance and investing, you will also have access to educational workshops, plus an informative quarterly newsletter. LifeSteps’ fees do not include brokerage and other fees charged separately by the custodian.

Simple, Fee Structure
With No Hidden Charges

Our full range of services is provided via a simplified fee structure as follows: