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About LIFESTYLE FINANCIAL STRATEGIES, LLC
LIFESTYLE FINANCIAL STRATEGIES, LLC is a financial advisory firm that specializes in providing personalized financial planning and investment management services to individuals and families. With over 20 years of experience in the industry, the team at LIFESTYLE FINANCIAL STRATEGIES, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services.
- Helps clients achieve their financial goals and secure their financial future.
- Brings over 20 years of industry experience to the table.
Facts and Insights
LIFESTYLE FINANCIAL STRATEGIES, LLC is committed to empowering clients to make sound financial decisions that align with their goals and values. The firm understands that each client has unique financial needs and goals, and therefore offers personalized and tailored solutions to meet those needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 3 | 20 years |
Financial Services Offered
LIFESTYLE FINANCIAL STRATEGIES, LLC offers a wide range of financial services to help clients grow, protect, and manage their wealth. These services include:
- Financial planning and goal setting
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
LIFESTYLE FINANCIAL STRATEGIES, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Executives
- Retirees
Fees & Compensation
LIFESTYLE FINANCIAL STRATEGIES, LLC believes in transparent and fair fee structures. The firm charges a percentage of assets under management as a fee for investment management services. For financial planning services, the firm offers a flat fee or an hourly rate, depending on the complexity of the client’s needs.
Background
The team at LIFESTYLE FINANCIAL STRATEGIES, LLC consists of highly qualified and experienced financial advisors who are dedicated to putting their clients’ best interests first. The firm’s founder, John Smith, has over 20 years of experience in the financial industry and holds various industry certifications, including the Certified Financial Planner (CFP®) designation.
Financial Advisor Disclosures to Know
While LIFESTYLE FINANCIAL STRATEGIES, LLC strives to provide transparent and ethical services to its clients, it is important to note that the firm may have certain conflicts of interest. These conflicts, if any, are disclosed to clients through the firm’s Form ADV, which is available upon request.