Many of us can recall a memory…

… from our younger years the first thing we had to save up for. Perhaps it was a bike, a car, maybe your first home. Whatever it was, you set your goal, and you began working towards accomplishing it.

While life seems to get more complex as we get older, the importance of having a budget shouldn’t be understated. With credit cards, and online shopping it is easier than ever before to spend money.

Creating a budget does require a little time and effort, what you gain from it is immense. Knowing exactly where your money goes every month is empowering. In addition it allows you the opportunity to redirect funds, perhaps you didn’t realize you still had a recurring bill or were spending more in certain areas than you realize.

While small expenses may seem trivial, they can add up fast.

If you need help with creating a budget, or perhaps don’t know where to start please contact our office.

Join Our Newsletter

This contact form is deactivated because you refused to accept Google reCaptcha service which is necessary to validate any messages sent by the form.

Check the background of your financial professional on FINRA’s BrokerCheck.

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.

Charles Sosa and Zachary Rayman are registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.?

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Contact Us

Lifestyle Financial

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

200 Sandpointe Avenue
Suite 160
Santa Ana, CA 92707
Series 7 and 66 held through LPL Financial.

Send an Email

Website developed & maintained by UpTree Group, LLC.