Our Mission Is Simple "Help clients pursue their financial goals and continue earning the trust placed with us."
At Lifestyle Financial Advisors, Inc. we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to addressing your financial goals. LSFA is a leading independent retirement and estate-consulting firm located in Friendswood, Texas. Our clients receive a much more personal approach to their future than traditional financial planning offers them. We advise our clientele on retirement and estate planning issues, along with wealth creation and preservation strategies. It is especially important to know there is no cost or obligation to visit with us, nor do we charge a fee to prepare a financial plan.
Our independent approach allows us to offer clients the most suitable options to pursue their financial goals without being constrained by proprietary products or corporate agendas. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.
Our broker dealer, First Allied Securities, Inc. is the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry’s most comprehensive platform for growth. First Allied is a member of Cetera Financial Group, RCS Capital Corporation’s (NYSE:RCAP) retail investment advice platform. As of December 31, 2014, First Allied had approximately $31 billion in assets under administration and 785 affiliated financial advisors. First Allied Securities is part of First Allied Holdings, which also includes The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.