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
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
View all articles 
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
View all calculators
The Business Cycle
How will you weather the ups and downs of the business cycle?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Surprises
Making the most of surprises is a great reason to work with us.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
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.