Lifestyle Financial Advisors, Inc. is an independently owned financial consulting firm with more than 100 years of combined experience and dedicated personalized service. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Lifestyle Financial Advisors, Inc. has the financial management experience to direct you towards reaching your objectives.Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs.
Whether you are just starting to save for your future, or are a seasoned investor, Lifestyle Financial Advisors, Inc. has the financial management experience to direct you towards reaching your objectives.Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs.
Services
At Lifestyle Financial Advisors, Inc. we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to addressing your financial goals. LSFA is a leading independent retirement and estate-consulting firm headquartered in Friendswood, Texas.
LSFA is compiled of experienced representatives who realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness. Michael A. Wegner CWS(R), CSA, & RFC(R) began his career as a Registered Principal after graduating from Texas A&M University in 1986.
At Lifestyle Financial Advisors, Inc we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.
Terri joined the LSFA team in 2014 after 12 years in the banking industry. Terri uses her background in Training to not only help build client relationships but also to help the advisors prepare for client meetings. When not at the. Cindy has been with the LSFA team since 2013 and works closely with all of our staff and locations.
Here at Lifestyle Financial Advisors, Inc. we always encourage our clients to be active with their financial standings. If you have any questions regarding your account online access, please call and speak to our Client Liaison team at 281-992-9220. An intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.
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