Lifestyle Financial And Tax Advisors


About Us

Building lifelong relationships rooted in performance and trust. At LifeStyle Financial and Tax Advisors, our sole
focus is YOU.

LifeStyle Financial and Tax Advisor’s mission is to provide comprehensive financial and estate planning services for our clients and to make a significant difference in their lives and the lives of their families.  We want to help, coach, educate and serve.  We exist to attract and maintain lifelong relationships with our customers.  Our philosophy is quite simple:  we are trying to make our clients' money safer, help them reduce their taxes and make sure their legal and insurance needs are met.  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.  Our specialty is handling your overall financial affairs to help you enjoy a secure retirement.
 
We are so pleased to announce we were again voted "Best Tax Preparation" by the Osseo-Maple Grove Press and by the Champlin-Dayton Press for the Readers' Choice Awards.

And, new this year (2015), we were voted "Best Investment Firm" for the Osseo-Maple Grove Press Readers' Choice Awards!

THANK YOU for the trust and confidence you have placed in us!!

Sheila Franks is the CEO and Founder of LifeStyle Financial and Tax Advisors and has worked extensively in the field of financial management for over 25 years.  Sheila has helped people with their major financial decisions starting in the mortgage industry and progressing into the financial advisory field. She holds her Health and Life Insurance License and is an Investment Advisor Representative for Global Financial Private Capital.

Introducing the Lifestyle Financial Second Opinion Service
...a message from Sheila Franks

As you know, we represent a select group of families, for whom we can have a major beneficial impact. We enter into only a handful of new relationships per year, many via personal introductions from our existing clients. I wanted to offer you a service that we provide to our clients for the people they care most about. Why now? In my entire career, I have never seen so much money in motion; so many people wanting someone to "check under the hood" to make sure they are on the right path. People are very unsure of what to do now.

To help the people you care about make informed decisions, we now offer our second-opinion service. We'll take them through the same discovery and analysis process you experienced to help them get very clear on where they are now and where they'd like to go. We'll examine any of the gaps that need to be filled. My parents always told me, "it never hurts to know more about your current situation."

One of three things will happen:

  1. We find out that they are in good shape and advise them to stay where they are, or,

  2. We find out that they could better their situation. If we are not a fit for their particular situation, we'll be happy to point them in the right direction to a financial advisor who can work with them more effectively, or,

  3. We find gaps in their current plan and feel we could provide a significant advantage in helping them reach their goals. We would then explore the idea of working together with them.

 

Who do you care about most that would benefit from this service?





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To schedule a time to discuss your financial future, contact us at info@lifestylefata.com or call us at (763) 496-1232 today!

 




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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.