A Family Helping Families

At Lifestyle Financial, we understand the importance of financial planning and securing a future for yourself and your family. We operate under a goals-based approach to develop plans that are right for you.

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Comprehensive Planning

We address all aspects of your financial future, including personal investing and estate planning.

Listen First, Act Second

Before making recommendations, we take the time to know our clients and craft plans that are as unique as they are.

Our Client’s Trust And Care

Personal investing can be scary, which is why we create a safe and inviting environment for our clients to take control of their financial future.

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Your Financial Support

When it comes to making financial decisions for yourself and your family, objectivity and sound advice is essential.

At Lifestyle Financial, everything we do is aimed at helping individuals, families, and businesses understand their financial opportunities and plan for a strong future.

We believe in working with our clients through an in-depth process to understand what matters most to them and how their financial plan can help them pursue their goals. Before crafting recommendations, we spend a great deal of time getting to know our clients and building a trusted relationship. Contact us today to start working with a team of financial professionals that puts you and your needs first.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors. Lifestyle Financial is not affiliated with the Securities America companies.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Alternative investments provide investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets (such as real estate, commodity or natural resources). Investing in these investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investments.

Contact Us

Lifestyle Financial

Office: (800) 834-2250
Fax: 949-241-8569

200 Sandpointe Avenue
Suite 160
Santa Ana, CA 92707
Series 7, 66

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