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
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
6 Smart Money Habits for Building Long-Term Wealth
Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.
View all articles 
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
View all calculators
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.