Our Mission Is Simple: "Help clients pursue their financial goals and continue earning the trust placed with us."
At Lifestyle Financial Advisors, Inc. we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to addressing your financial goals. LSFA is a leading independent retirement and estate-consulting firm located in Friendswood, Texas. Our clients receive a much more personal approach to their future than traditional financial planning offers them. We advise our clientele on retirement and estate planning issues, along with wealth creation and preservation strategies. It is especially important to know there is no cost or obligation to visit with us, nor do we charge a fee to prepare a financial plan.
Our independent approach allows us to offer clients the most suitable options to pursue their financial goals without being constrained by proprietary products or corporate agendas. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.
About First Allied Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. Our exclusive business development platform has been expertly constructed to provide entrepreneurial financial advisors with one of the most comprehensive platforms for growth in the industry. First Allied is part of Cetera Financial Group ®, a leading network of independent retail broker-dealers.
Securities offered through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory services offered through Lifestyle Asset Management, Inc., a registered investment adviser and First Allied Advisory Services, Inc., a registered investment adviser.