RETIREMENT SIMPLIFIED

We do the work. You do the retiring.

Play golf and we safely handle your nestegg for you

Schedule a Free Consultation

Relax and let us take care of your financial future

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.

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.

Community & Altruistic Wealth Management

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