Individuals, Families and Businjess Owner Solutions 

Lifestyle Financial Strategies, LLC is a financial services firm designed around your needs. Our mission is to help you reach your financial goals. 

Towards that end, I have exciting news!  For over 33 years, it has been my privilege to be able to serve an independent Financial Advisor, Investment Advisor Representative, and Registered Representative. Many my clients have been with me since the beginning, and I am deeply grateful for the trust and confidence they placed in me and the relationships we’ve built together. 

As my practice has grown significanItly over the past several years, I’ve been considering how best to continue providing the exceptional level of personal service you deserve. With many of my clients having transitioned into retirement and requiring more focused assistance, I recognized the need for an expanded team to meet these evolving demands while also ensuring the continuity of my practice for years to come.

After careful consideration, I’m thrilled to announce an exciting new chapter for us all. I am partnering with William (Billy) P. D’Angelo and James C. Muro of Integrated Planning Group. This partnership represents a merger of strengths, combining my personal touch with their expertise and resources to create a more comprehensive and holistic approach to managing your financial future.

Billy and James are part of Equity Services, Inc., the same broker/dealer with which I am affiliated, and they share my dedication to providing personalized, high-quality service. Together, we’ll enhance the financial planning experience by offering a broader range of tools and support, while maintaining the strong relationships that have been the cornerstone of my practice.

Rest assured, I will remain your Financial Advisor and Broker Representative. This merger simply means you’ll now benefit from a larger team of professionals who are equally committed to your financial success. 

I am confident this collaboration will strengthen the foundation we’ve built and position us to meet your current and future financial needs with even greater capacity and care.

I look forward to speaking with you very soon.

Warm regards,

David J. Chiusano

https://www.integratedplanninggroup.com

Be sure to visit my LinkedIn page at: linkedin.com/in/davidchiusano. 

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.