LifeStyle Financial Network, LLC

Fee-Based Planning and Advice for Everyday Life

 

LifeStyle Financial Network, LLC (LSFN) offers independent, objective financial advice to individuals who desire to live a LifeStyle based on sound financial principles.
 
We specialize in helping singles, divorcées, widows, families and small businesses, regardless of their net worth or income. At LSFN, your planner can offer a variety of financial planning services but most are provided either by per-project or by per-hour basis.
 
Since LSFN requires no minimums, the scope of our services can be limited to the most urgent concerns or expanded to include a comprehensive study of your financial life. The scope of the process is guided by the specific financial goals of each client.
 
If your financial plan requires assistance from other professionals, at LSFN we utilize our network of independent professionals to form a team to work for you. We can access accountants, attorneys, mortgage brokers, insurance professionals and many other different types of professionals to help put together the best financial plan for you.
 
Our clients like our friendly, no pressure, and convenient approach to help them solve their complex financial issues. We use our years of experience and our network of professionals to help them achieve their financial goals. 
 
Our highest priority is to make complex financial issues easier to understand so that each client is confident that they are on the right road to achieving their financial goals.
 
Simply put, at LifeStyle Financial Network, LLC, we help people, just like you, to make complex financial decisions so that you can have the best opportunity to achieve and sustain a financial LifeStyle of your dreams.

 
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

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