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Retirement Simplified

RETIREMENT SIMPLIFIED

Your in good hands with Lifecraft

We do the work.  You do the retiring.

Relax and let us take care of your financial future
Play golf and we safely handle your nestegg for you
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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, we’ve helped hundreds of couples and individuals

navigate to and through a successful retirement.

Relax on Hammock, don't worry about money

WHY LIFECRAFT?

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. 

OUR CORE VALUES

Community & Altruistic Wealth Management
Intelligent Financial Planning
Financial Planning for empty-nesters

Community

Competence

Commitment

Character

Compassion

Trustworthy Financial Planning
Caring Financial Planning

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 eachother

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

MEET YOUR TEAM

We are inspired every single day by the work we do and are guided by a simple principle: 
each one of us in our own way makes an indelible mark on the history of the world. 
It is our privilege and pleasure to serve our community of clients as their financial navigators and help them make their greatest possible positive impact on the people and things that matter most to them.

Jose Martin CFP, CLTC President & Owner

Jose Martin CFP®, CLTC

President & Founder

Tara Andre director of Client Resources

Tara Andre

Director of Client Services 

Sharon Kremen Director of Marketing at LifeCraft Wealth

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.

45-Day Review

“Means / Money” Meeting

We help empty nesters retire with ease

“Aspirations” Meeting

We protect your assets and plan your retirement with ease

“Protection” Meeting

CLIENT RESOURCES

Have a meeting coming up? Or just finished a meeting? Click on the meeting type to access the appropriate resources and checklists:

LET'S TALK

954.384.5292

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