Individual and Family Solutions 

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

Are you concerned about reducing taxes and risk? Do you need help improving your investment returns or preserving your assets? Or do you simply want to do more to financially protect your family? Whether you need help with an immediate need or are looking for assistance developing a long-term plan, our firm addresses all areas including retirement, investment strategy, and estate planning.

Are you a business owner? 

Business owners have a unique set of financial challenges that range from tax planning and employee benefits to planning for your own retirement – all while running a business! We can help you look at the big picture and address your financial needs with solutions that grow with your business.

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.