Life Style Financial & Tax Advisers LLC

Description

LifeStyle Financial and Tax Advisor’s mission is to provide comprehensive financial and estate planning services for our clients and to make a significant difference in their lives and the lives of their families. We want to help, coach, educate and serve. We exist to attract and maintain lifelong relationships with our customers. Our philosophy is quite simple: we are trying to make our clients' money safer, help them reduce their taxes and make sure their legal and insurance needs are met. We adhere to our core belief to always do what is right for our clients, acting with the utmost integrity and allowing everything else to fall into place. Our specialty is handling your overall financial affairs to help you enjoy a secure retirement.

LifeStyle Financial and Tax Advisors is a financial advisory serving the Twin Cities area. Founded in 2009, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

Sheila Franks is the CEO and Founder of LifeStyle Financial and Tax Advisors and has worked extensively in the field of financial management for over 25 years. Sheila has helped people with their major financial decisions starting in the mortgage industry and progressing into the financial advisory field. She holds her Health and Life Insurance License and is an Investment Advisor Representative for Global Financial Private Capital.

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