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 Values Shaping Your Financial Decisions
A look at how everyday spending, family gifts, and charitable giving can work together to reflect what you care about.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Year-End Moves to Help You Prepare for Retirement
Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Where Family Wealth Meets Family Values
Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.