David J. Chiusano, Managing Member
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.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?