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.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Preserve, Grow, and Give: Year-End Wealth Planning
Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.
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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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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.