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

Wealth Management

What is Wealth Management?

As no two investors are the same, no two investment strategies should be either.
With our wealth management platform we can combine investment management, financial planning and retirement planning services directly for you, with you. Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management. We specialize in providing comprehensive investment selection and asset allocation.

Independence

The value of having options is important as an independent financial advisor, and because we adhere to a fiduciary standard of care – meaning we are all required to act in your best interests – we seek portfolios with specific investment objectives that may be a match for your investment goals, never relying on a one-size-fits-all investment strategy.

Transparency

You won’t find convoluted industry jargon or portfolio updates that are few and far between. The transparency provided in our wealth management practice enables you to know how your portfolios are performing at any given time.

Stability

There is no distraction by the need to “beat the market” every year. Instead, focus remains on managing risk and volatility to help ensure you are working toward your financial independence. We all adhere to established investment principles through the use of sophisticated investment strategies.

Integrity

We believe you deserve to know exactly what you’re paying for the advice you receive and that your best interests are always first. Our commitment to maintaining a fiduciary standard of care and providing a high level of transparency through the disclosure of fees, commissions and conflicts of interest makes for a first-class relationship.

Technology

We offer access to advanced technology that can help you better understand your financial situation. Risk tolerance software allows you to pinpoint your risk tolerance after answering a series of questions about your investments and risk comfort level. Your risk tolerance number can help you have meaningful conversations about the type of financial strategy you wish to pursue.

Advising

Our wealth management platform brings together four components of a financial strategy that normally stand apart: market correlated investments, non-market correlated investments, life insurance and annuities. 

This means you can review your investments, life insurance policies, annuities, 401(k) assets and other components of your financial strategy all in one place, giving you a complete look at your financial picture. 

This integrated approach not only allows for a variety of recommendations to help meet your needs and objectives, it allows you to clearly see where you are so you can make better decisions that help you get where you want to be.

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