Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC.
LFS Asset Mgmt and Fortune Financial Services, Inc. are separate entities.
LFS Asset Management is a full service Wealth Management Firm serving the Peninsula, Silicon Valley and San Francisco. The firm’s Goal-Based Planning includes Employee Stock Options Planning, Exit Strategies for retirees, and Exit Planning for business owners, with a fully integrated approach that coordinates financial strategies with Tax Planning and Estate Conservation.
Our mission is to use a Total Solutions approach to help our clients achieve their financial goals. Restoring America’s financial independence, one client at a time.
Please feel free to contact us for a complimentary consultation.
Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. LFS Asset Management and Fortune Financial Services, Inc. are separate entities and are not affiliated.
Principal and the President of LFS Asset Management and LFS Tax Services, LLC, John Lau, is a dynamic speaker who engages his audiences with case studies, quick wit and ability to involve the listener. John has 25+ years of experience speaking at seminars corporate events, and other venues. Visit our website Events page for sample topics.
