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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Around the country, attitudes about retirement are shifting.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Term insurance is the simplest form of life insurance. Here's how it works.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
Make your retirement as exciting as your next vacation.
There are a few things to consider when buying or leasing your next vehicle.
Peer-to-peer payment apps are one of the newest ways to send money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a quick guide to checking to see if you have unclaimed money.
Here are five facts about Social Security that might surprise you.