Professional Services

 At LifeStyle Financial Advisors, Inc we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life. 

Comprehensive Investment Products and Services

Insurance

  •  Fixed annuities
  • Variable annuities
  • Term life
  • Variable life
  • Universal life
  • Whole life
  • Disability
  • Long-term care

Asset Management

  •  Professional asset management
  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Alternative Investments
  • REITs
  • Equipment leasing
  • Managed futures
  • Oil & Gas Programs
  • Tax Credit Programs
  • Real Estate LLC’s
  • Mortgage Funds
  • Stocks
  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Foreign stocks
  • 144 and other restricted securities sales
  • Employee stock-option plans

Retirement Planning

  •  Income Solutions
  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)

Mutual Funds

  •  Open-end funds
  • Closed-end funds
  • Networking
  • Dividend reinvestment

Education Planning

  •  529 Plans
  • Coverdell ESA
  • UTMA/UGMA

Cash Management

  •  Daily sweep accounts
  • Money markets
  • Online account access

Bonds & UITs

  •  Convertible
  • Corporate
  • Municipal
  • Zero coupon
  • Unit Investment Trusts

Government Securities

  •  Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes