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
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Prepare for Unexpected Expenses in Retirement
Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
View all articles 
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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 Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
View all calculators
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.