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

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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    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