LifestylePortfolios.com

"2010 Best in Client Satisfaction - Wealth Manager" Orange Coast Magazine

Welcome to Lifestyle Portfolios!

At Lifestyle Portfolios, our mission is to help our clients and their family attain financial peace of mind. We strive to make their financial life easier, thereby allowing them to pursue other interests.  We do this by providing sound investment direction, offering emotional support during periods of market volatility and identifying sensible investment strategies to help our clients achieve their financial objectives. 

Founded in 1993, Lifestyle Portfolios has built a reputation for assisting clients with a wide range of services including:

  • Retirement Planning and Wealth Accumulation
  • Retirement Income and Wealth Preservation
  • Tax Strategies for Business Owners
  • Life Event Planning – College, Life Insurance, Estate

We work with each client individually, identifying their specific goals and objectives and developing a plan that is right for them. To us, it is more than just investing.

If you would like to schedule a complementary consultation with one of our advisors, please call us at 866.825.5253 or submit for an appointment online here.
 

Jena Schuster, President and Chief Investment Officer of Lifestyle Portfolios

 

For additional information, please call us toll free at (866) 825-5253 or follow the links below:

 

 
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

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