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
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.