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
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How to Keep Building Wealth When Costs Rise
Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!