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.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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."
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A few strategies that may help you prepare for the cost of higher education.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Without your knowing, your investment portfolio could be off-kilter.
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
What are your options for investing in emerging markets?
When should you take your Social Security benefit?
Here is a quick history of the Federal Reserve and an overview of what it does.
For women, retirement strategy is a long race. It’s helpful to know the route.