FriendswoodMAKING TODAYS DREAMS TOMORROWS LIFESTYLE
Lifestyle Financial Advisors, Inc. is an independently owned financial consulting firm with more than 100 years of combined experience and dedicated personalized service. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Lifestyle Financial Advisors, Inc. has the financial management experience to direct you towards reaching your objectives. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Helpful Content
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
View all articles 
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Saving for College 101
Here’s a crash course on saving for college.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?