LifestylePortfolios.com

Welcome to Lifestyle Portfolios!

View Upcoming Events

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. 

We know that you have a lot of choices when it comes to managing your money, and we would like to offer you a complimentary Portoflio Review and Retirement Analysis or Small Business Plan Assessment as a way to introduce you to Lifestyle Portoflios.  Whether you are looking to rollover a 401k, need help identifying a small business retirement solution or just  need a "second opinion," our team of investment advisors will provide the knowledge, advice and solutions that are right for your specific situation. 

Jena Schuster, President and Chief Investment Officer

 
  Email Newsletter icon, E-mail Newsletter icon, Email List icon, E-mail List iconJoin Email List  
 

 

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

Solutions for Individuals and Families

Solutions for Small Businesses

Email Jena Now

How Lifestyle Portfolios Is Different...

  • Our investment management platform is not based on proprietary products.
  • Our specialty is Tactical Asset Allocation, which is the active investment management of mutual funds that involves active trading or exchanging to take advantage of market pricing anomalies or strong market sectors in an attempt to produce above average returns.
  • Our research covers more than 78 different global markets to find the pockets of exposure that can make a difference.
  • Our money management platform is fee-based with no loads and no commissions.*
  • Our research and investment decisions are based on performance, not hype.

How the Lifestyle Portfolios Difference Benefits You...

  • Our investment advisors maintain a strict fiduciary relationship with their clients
  • Our team provides comprehensive array of financial planning services for individuals and families and small businesses. 
  • Our clients have direct access to our team at all times
  • We only charge a nominal quarterly fee.  Loads are waived and we do not charge commissions.*
  • Progress toward goals and account performance are closely monitored through periodic portfolio reviews and financial checkups.

*Not all will qualify for fee-based services.  Please note that trades may incur ticket fees.
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: Government Intervenes in Credit Crisis

September was an unsettling month for the financial markets that Americans may not soon forget. Here's a look at what happened.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

More Newsletters →