Downtown San Mateo, California

LFS Asset Management

Restoring America's Financial Independence-One Client at a Time

LFS Asset Management

181 Second Ave., Suite 600
San Mateo, CA 94401
(650) 344-1700
LFS Asset Management, Financial Planners, Finance, San Mateo, California

Are you a bit overwhelmed when it comes to the financial planning of your future? Maybe you know a thing or two about wealth management and want to make sure your retirement planning is on track to secure a sound future for you and your family. For questions or concerns such as these, LFS Asset Management's team of experienced and reputable financial planners offers you a complimentary consultation.

LFS Asset Management's services include:

  • retirement planning
  • tax preparation and planning
  • estate planning 
  • employee stock options planning
  •  IRA legacy planning
  • and much more!

Located in the San Francisco Bay Area and serving the Peninsula, Silicon Valley and San Francisco, LFS Asset Management is a full-service wealth management firm committed to customer satisfaction. By coordinating financial strategies with tax planning and estate conservation, LFS Asset Management uses a fully integrated approach to ensure their clients receive the best direction possible.

LFS Asset Management consists of a team of qualified and experienced financial planners led by CEO John Lau. Lau is a published author and was also named the "Green Beret of IRA" by the renowned Ed Slott in his book "Parlay Your IRA Into a Family Fortune." Furthermore, Lau was named one of the "Ten Most Trustworthy Wealth Managers in Northern California" by a survey conducted in 2006 in Southwest Airline's Spirit Magazine.

John Lau works hard to uphold the reputation he and his company have built, pledging "that everyone on our team will do what is necessary to ensure your experience with LFS Asset Management is positive and outstanding." Indeed, LFS Asset Management has become one of the premiere wealth management companies in the Bay Area.

For more information on LFS Asset Management's financial planners, guarantees, and services please visit their website today! To schedule your complimentary consultation with this esteemed wealth management company, click here. LFS Asset Management is here for you, every step of the way.

Announcements & Events from LFS Asset Management
Tax Reporting for the “Holding Winners and Selling Losers” Wealth Management strategy..., San Mateo, California
Last week I posted an article titled “The Devious Investor” in which I talked about the strategy of holding on to the winners and let them continue to run higher while cutting short ...read more
Disinheriting the IRS from Your Retirement Accounts, San Mateo, California
Unlike regular savings and investments, retirement accounts have their own set of rules:1. Distribution at DeathUnlike regular savings and investments, IRA distributions at their own...read more
Roth IRA Conversions, San Mateo, California
A key advantage with traditional IRAs is tax deferral; but tax deferral is not the same as tax exemption. Traditional IRAs are subject to required minimum distributions (RMD) when yo...read more
Are You Valuing Your Stock Options (ESO) Correctly?, San Mateo, California
Employee stock options (ESO) are a form of compensation corporations give to executives and senior employees. Unlike salary or bonuses, the value of a stock option increases wit...read more
STRATEGY: DISTRIBUTION PLANNING DURING YOUR LIFETIME, San Mateo, California
Since retirement accounts are tax-deferred and income taxation is triggered by withdrawals from the accounts, it presents an opportunity for you to control the timing of withdrawals,...read more
Savvy Investors… Know the most tax efficient way to manage your investments is to hold the winners and let them run, and to sell the losers quickly. With this philosophy, you learn t...read more
I don’t mean it in a derogatory way. So don’t yell at me before hearing me out.According to Webster’s Dictionary, the word Devious means “departing from the most direct way…” and it ...read more
For taxpayers age 70-1/2 and older, they must take required minimum distributions (RMD) from their IRAs before the end of the year. Otherwise, a stiff penalty of 50% may be imposed.U...read more
If you are self-employed (including sole proprietorship, S corporation, or C corporation), and if you don’t have any employees other than, say, your spouse, a solo 401k plan may...read more
Taxpayers have been able to take money out of their IRA accounts and, as long as they put the money back into an IRA within sixty calendar days, the distributions can avoid income ta...read more
John Lau's Financial TipI can’t believe it...but it is true: you can plan for zero capital gains tax on long term capital gains; but what is so amazing to me is that this planning op...read more