Faith-Based Financial Planning & Investing
Our services
Faith-Based Financial Planning
If Your Goal Is Financial Independence, We Will Help You Get There
Most people have clear financial goals, whether it’s having enough money to retire comfortably, saving enough for their children’s education, or passing accumulated wealth to future generations. Less clear is how to get there, and you may have questions such as:
How much risk should I take to reach those goals?
Will I have enough money to retire?
How can I save for my children’s education and save for retirement too?
Are there ways to minimize taxes on accumulated wealth?
Should I convert to a Roth IRA?
What impact does social security have on my tax situation?
These are valid concerns. Financial planning is complicated, and you’re busy enough with everyday life. The good news is that we have answers. As a premier financial services firm, we know what it takes to make sure our clients achieve the financial independence they deserve after a lifetime of hard work.
Biblically Responsible Investing
Do your current investments match your Christian faith? Biblically Responsible Investing researches each investment to ensure alignment with your faith and values. You should be proud of the investments you own by investing in high-quality companies that hold themselves to high moral standards. We assist you in aligning your assets to complement your Christian values while also working towards your financial goals.
Our Investment Advice Platform
We are committed to your best interest. We do not receive any commissions or kickback fees. Our service is for those individuals, couples, and entrepreneurs who want to manage their money as God intended. We are fiduciaries who offer the best possible advice for your individual situation.
We will assist in the recommendations and management of investments including stocks, bonds, real estate, and other alternative investments, that may fit your investment goals.
Estate Planning
Having someone you trust who knows you and your financial situation to assist you with your estate planning will ensure that your goals and objectives for your assets will properly reflect your values and concerns.
While we don't directly write these plans, we collaborate with a trusted partner, Encore Estate Plans, to develop new plans and review past plans. This partnership ensures that you receive the best possible service for your estate planning needs. Lifestyle Financial Services is a facilitator and does not provide legal advice or services.
Leave your loved one clarity and peace of mind, knowing your wishes are well-defined.
Services we provide:
Will
Financial Power of Attorney
Medical Power of Attorney or Advanced Healthcare
Revocable Trust
Certification of trust
Property Transfers and Recording
Property agreement for community property states
HIPAA release
Estate Plan Reviews/Summaries
Real Estate Planning
Buying a home or investment property is a big decision. We will work with you to ensure your purchase, or sale is viewed within the context of your goals and objectives. Don’t let emotion interfere with proper planning. Our founder has over 40 years of experience as a real estate broker, appraiser, and investor.
