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Friendswood
211 West Edgewood Dr.
Friendswood, TX 77546
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(281) 335-0869

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Deer Park, TX 77536
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Texas City, TX 77590
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The Cost of Procrastination Social Security: By the Numbers The Power of Tax-Deferred Growth

MAKING 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

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)?

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

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.

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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.

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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

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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?

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