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
How Families Can Build a Financially Informed Legacy
How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.