Open and Transparent Fees

Faith-Based Financial Life Planning & Investment Management

Let’s Build a Lifestyle, Not A Retirement

What’s Included?

Ongoing Life Planning

Become a faithful steward of God’s resources and maximize your personal income.

Investment Management

We design your investment portfolio to align with your faith and values. We actively manage and monitor your investments

Estate Planning—Leaving a Legacy


Our partners

  • "Lifestyle Financial Services is professional and responsive"

  • "Lifestyle Financial Services is one of the leading firms in the area"

  • "With Lifestyle Financial Services each client receives close personal and professional attention"

  • "Lifestyle Financial Services is known for quality service"