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
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Saving for College 101
Here's a crash course on saving for college.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.