Open and Transparent Fees

Flat-Fee Memberships-No surprises

Faith-Based Financial Life Planning & Investment Management

Let’s Build a Lifestyle, Not A Retirement

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"