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Phone: 763-496-1232 / info@lifestylefata.com
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Download Our
Retirement Kit

Request this kit that includes three separate guides addressing several retirement topics.

    • Does your portfolio have too much risk?
    Or not enough?

    Knowing your risk score can help you make appropriate investment choices.
    Find out your risk score with our RiskAlyze tool! Find Your Risk Number
    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    CUSTOM FIT SOLUTIONS

    PERSONAL SERVICES

    unique financial approach

    LifeStyle Financial and Tax Advisors

    Since 2009, we've helped friends and neighbors throughout the Twin Cities area meet their financial goals using insurance and investment products. We are a financial-services firm rooted in the community, developing our business by creating close, personal relationships with our clients and addressing their financial concerns.

    The LifeStyle Financial and Tax Advisors team is committed to earning your trust. We help you understand and overcome market fluctuations and economic uncertainty, using integrity and transparency to assess your financial situation and make smart recommendations. Our experienced professionals understand not only finances, but also the importance of your priorities, family and financial confidence.

    We would love to meet with you! Contact us at info@lifestylefata.com or 763-496-1232 to schedule a time to discuss your financial situation.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Sheila Franks
    President/CEO

    Sheila has worked extensively in the financial industry for over 25 years. She has helped people with their major financial decisions starting in the mortgage industry and progressing into the financial advisory field.
    Privacy Policy | Terms

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM and Lifestyle Financial & Tax Advisors are not affiliated companies. Neither the firm nor its agents may give tax or legal advice. You should consult with a qualified professional before making a purchasing decision.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to [protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fixed insurance products.

    They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 610200