San Mateo, CA, 30-SEPTEMBER-2015 - The San Mateo Financial Advisor at LFS Asset Management provides individuals with the options and solutions that will help them to make knowledgeable decisions when planning for retirement. The team of skilled and knowledgeable professionals are focused on the needs of their clients and helping them to achieve their goals for greater financial freedom when they retire.

When interviewed recently, John Lau, Founder, President and CEO of LFS Asset Management shared the commitment of the company to meeting the needs of the clients effectively. "We work very closely with clients to identify their current position and where they want to be when they are ready to retire. Our skilled staff review the portfolio and identify gaps that may expose the client to a disruption in the timely achievement of their goal and give them the advice and information that will help them choose a plan that fits their budget. Planning for retirement can be very confusing and complex so we strive to build relationships with our clients that are lasting and productive. We regularly review the portfolios of our clients and alert clients when changes are warranted to ensure that their plans stay on track."

During the initial meeting the client is asked about their goals for retirement and the budget they have allocated to achieving those goals. The representative reviews the current portfolio of the client and evaluates the growth and/or gaps that may be inhibiting the accomplishment of those goals. After an in depth discussion of any special considerations that should be included in planning, the representative will create a plan that includes options for creating a stable retirement portfolio that will grow at the rate required to meet the client's needs.

The San Mateo financial advisor provides information and answers questions about the options that are presented and makes recommendations for changes that may be identified. Clients receive regular updates of how their portfolio is doing and when a change is warranted their representative will make recommendations about the most effective steps to maintain the track that has been chosen.

To get more information about the services offered by the San Mateo financial advisor, LFS Asset Management to help individuals establish their retirement portfolio visit http://www.lfsfinance.com today. Individuals and members of the press wishing to get more details about this press release will find contact information below.

LFS Asset Management
181 Second Ave., Suite 600
San Mateo, CA 94401
Telephone: 650-344-1700
Fax: 650-558-9656
Email: [email protected]
Website: http://www.lfsfinance.com