Life Advisors Group
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Welcome To...

life advisors group

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We are as concerned for your health as we are about keeping your money safe!
Our office is cleaned thoroughly after every appointment...
Just let us know if we can provide you with a personal mask and hand sanitizer.

Watch A Quick Video to Learn About Our Practice


 

About Us


Craig Sinclair | President
Craig Sinclair is a retirement specialist at Life Advisors Group. He has 30 years’ experience in the stock market, investment, insurance and annuity industry. Craig spent the first 13 years of his career as a trader on the stock exchange. After retiring from the stock exchange Craig moved into retirement and insurance services. Educating other retirement specialists around the country, while helping clients optimize their investments and Social Security benefits to provide retirement income.
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He partners with his clients to help them create a sound financial plan that is tailored to their individual needs and goals. Craig strives to help people utilize the resources they’ve accumulated throughout their lifetime by eliminating the stress and questions of retirement planning and helping to build a firm confident financial future.
schedule a time to meet with craig
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Our Services
What We Do For Clients

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Asset Protection
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
 
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. 
        

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Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.    
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Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.
how can we help you?
 
Sequence of Returns
Understand why the ups and downs of the stock market can have such
​devastating affects on your retirement IF you're drawing income.
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Registration Form

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We Love To Meet New People!
Contact Us

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MAIN OFFICE
San Leandro, CA 94579
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EMAIL
craig@lifeadvisorsgroup.com
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CALL US
(855) 411-4326

Registration Form

Please fill in the form below.

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(855) 411-4326 |  craig@lifeadvisorsgroup.com

The information provided herein is the exclusive property of Life Advisors Group. This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.

​ © 2020. Life Advisors Group

Privacy Policy
We value you as a customer and respect your right to privacy. We know that you purchase our products and services because you trust that we stand behind our promises. We pledge our commitment to treat your information responsibly. We created this privacy policy to show you that we are working hard to protect your privacy.
Information sharing and opt out We do not sell your personal information to anyone for any reason. We do not share it, except for the reasons described below, which are permitted by federal and state law. Therefore, there is no need for you to opt out. If we change our policy, we will tell you and give you a chance to opt out before we share your information.
Confidentiality and security We use physical and technical safeguards to protect your information. We restrict access to your information to those who need it to perform their jobs. Third-party business partners are bound by law to use the information only for our purposes. They may not disclose it or use it in any other way. We comply with all data security laws.
Collecting your personal information We collect personal information about you from different sources. For example, we collect information you send us on applications and forms. We also collect information from your transactions with our sister companies, others, or us. We may collect information from a consumer-reporting agency or a medical provider. This collection depends on the product or service you request.
Disclosing your personal information We do not sell your information to anyone. We may disclose this information to a business that carries out services and marketing for us. We may disclose your information as required or permitted by law. We may disclose your information for a legal or regulatory purpose. These include the following types of information.
  • We may disclose information we receive from you on applications or other forms. This may include your name, address, beneficiaries, Social Security number and family member information. This may also include assets, income, and the property address and value.
  • We may disclose information from your transactions with our sister companies, or us. This may include your account balance, policy coverage, and payment history. This may also include premium paid, preferences, claims, and purchase method.
  • We may disclose information we receive from a consumer-reporting agency or other report. This may include, your credit report, motor vehicle and driver data. This may also include medical and employment data, loss history reports, and other driver data. This disclosure depends on the products you select.
  • We may disclose information to companies that perform marketing services on our behalf. As permitted by law, we may disclose some information to other financial institutions with which we have joint marketing agreements.
Using your medical information We sometimes must collect medical information to provide you a product or to pay a claim. We do not use or share it for any purpose, except the following:
  • Underwriting insurance
  • Administering your policy, account, or claim
  • As required or permitted by law
  • As otherwise authorized by you
Internet Policies What information does Life Advisors Group collect from Web sites? Life Advisors Group may collect the information you provide when you:
  • Request information from the Life Advisors Group Web site
  • Use online tools and calculators
  • Apply online for products
  • Subscribe to online services
  • Complete an online form
  • Conduct transactions online
  • Apply for a job online
Life Advisors Group contracts with certain unaffiliated business partners who help us deliver online products and services. They may keep the information you provide. Other online activities are listed below.

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