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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn about all the parts of Medicare with this informative and enjoyable article.
Knowing the rules may help you decide when to start benefits.
What's your vision of retirement?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Check out this video to begin separating fact from fiction.
It's easy to let investments accumulate like old receipts in a junk drawer.
When markets shift, experienced investors stick to their strategy.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.