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
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
How to Talk with Family About Retirement and Financial Plans
Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Building a Practice That Evolves
Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When Markets React
When markets shift, experienced investors stick to their strategy.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.