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
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.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.