Estate Planning

Getting Started with Estate Planning

Investing, saving, budgeting and creating a financial plan are all valuable parts of finance. However, estate planning is equally important. Whether you have a will, trust, or perhaps are wondering whether it makes sense for you to get one, we can help.

It’s easy to get lost in the woods. We’re here to help!

For those who have existing planning in place, it is important to ensure that all the assets are titled properly. If you need help titling your assets, aren’t sure if your trust has been funded properly or need a referral to an estate planning attorney contact us, we are happy to help.

Lifestyle Financial works closely with Copenbarger & Copenbarger for Estate Planning needs.

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.

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

Send an Email

Website developed & maintained by UpTree Group, LLC.