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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The federal government requires deceased individuals to file a final income tax return.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Lifestyle considerations in creating your retirement portfolio.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
For women, retirement strategy is a long race. It’s helpful to know the route.
A special needs trust helps care for a special needs child when you’re gone.
What are your options for investing in emerging markets?
Check out this video to begin separating fact from fiction.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.