Retirement is on the horizon,
and you’re wondering,
“Am I ready to retire? Will I run out of money? What do I do now? ”
We can help.
LifeCraft is an independent firm that specializes in helping affluent empty-nesters
(and those with boomerang kids) retire with confidence.
With over 20 years of experience, Jose has helped hundreds of couples and individuals
navigate to and through a successful retirement.
We Are Independent
We are not owned by nor beholden to a wirehouse, bank, mutual fund company, or insurance company. We’re not incentivized to “sell” corporate products or meet sales quotas. Our only objective is to serve you, our clients.
We Specialize
You wouldn’t go to an eye doctor for heart surgery. Similarly, we don’t try to be all things to all people. We only work with affluent empty-nesters in and approaching retirement.
We Care
It’s easy to say we care, and that as fiduciaries, we’ll always put our client interests first. But you don’t know us (yet). So we’ll put our money where our mouth is and provide references to clients who’ve worked with us more than a decade upon request.
Community
Competence
Commitment
Character
Compassion
OUR CORE VALUES
OUR PROCESS
We’ll work together to create your Wealth M.A.P. which coordinates the 3 financial considerations you’ll need to navigate your retirement journey: Your Financial Means (savings, investments, income, etc.), Your Retirement Costs, and the Risks you’ll face along the way. To do that, we’ll:
01.
Get to know each other
02.
Get to know your finances & analyze
03.
Deliver & Implement your Wealth M.A.P.
04.
Meet twice a year to adjust
05.
Speak as often as you need
COMMENTARY
Jose L Martin, CFP®, CLTC
Giving Smarter Before Year-End: 3 Ideas Worth Knowing in 2026 | Ask Jose
Back Over the Line, Just Barely | Monday Market Minute
Ask Jose: The Roth Conversion Window: Timing the Tax Gaps | Year-End Playbook (2 of 5)
Worst Week Since June, and a Line We’ve Been Watching | Monday Market Minute
Meet The Team
Jose Martin CFP®, CLTC
President & Founder
Tara Andre
Director of Client Services
Sharon Kremen
Director of Marketing
We are not like other wealth management firms.
We commit to a deep understanding of your core values and unique aspirations.
LET'S TALK
(954) 384-5292
