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Phone: 763-496-1232 / info@lifestylefata.com
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Here’s our story. We look forward to hearing yours.

At LifeStyle Financial and Tax Advisors, our sole focus is YOU.

About Our Firm

LifeStyle Financial and Tax Advisors’ mission is to provide comprehensive financial and estate planning services for our clients and their families. We want to help, coach, educate and serve our clients, all while maintaining lifelong relationships.

Our philosophy is simple — make our clients' money safer, reduce their taxes and meet their financial needs. We adhere to our core belief to always do what is right for our clients, acting with the utmost integrity and allowing everything else to fall into place so you can enjoy a secure retirement.

We were voted "Best Tax Preparation" by the readers of the Osseo-Maple Grove Press and the Champlin-Dayton Press for the Readers' Choice Awards. In 2015, our firm also was voted "Best Investment Firm" for the Osseo-Maple Grove Press Readers' Choice Awards.

Meet Sheila Franks

Sheila Franks, CEO and founder of LifeStyle Financial and Tax Advisors, has worked extensively in the financial management field for more than 25 years. Sheila started in the mortgage industry and progressed into the financial advisory field. She holds her health and life insurance license and is an Investment Advisor Representative for Global Financial Private Capital. Sheila hosts the Sheila Franks Financial Hour heard on WWTC AM 1280, AM 980 KKMS and WCTS Radio AM 1030 radio stations. Click here to listen to the most recent show!

From Sheila: Introducing our LifeStyle Financial Second Opinion Service

Our new second-opinion service offers a deeper level of assistance to our clients and those they care about. We only add a handful of new relationships into this select group each year, enabling our team to have a major beneficial impact in their lives.

Why now? It seems there has never been so much money in motion or so many people wanting someone to “check under the hood” of their financial path. We’re here to take clients through the same discovery and analysis process you experienced, gaining clarity on their current situation and where they’d like to go, examining gaps along the way.

We may find out they are in good shape, or we may discover they could better their situation. Our team will work hard to find gaps in our clients’ current plans and provide a significant advantage as they work toward their goals. However, if we’re not a perfect fit for their situation, we’re happy to point them in the direction of another suitable financial advisor. There is no pressure, but plenty of opportunity.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us today at info@lifestylefata.com or 763-496-1232.

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.

Access our Retirement Kit

Request our Retirement Kit that addresses several topics you should consider when planning your retirement.
  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

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    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

    *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.