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Lifestyle Wealth Management
- Financial Services
- Kailua, HI
About this business
Lifestyle Wealth Management is an independent, fee-based firm that adheres to the fiduciary standard. We specialize in helping individuals create customized plans to secure predictable income in retirement. Our ultimate goal is to optimize, secure, and maintain strategies that work best for YOU.
Location details
74 Kihapai St, Kailua, HI, 96734, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Dan was very helpful with the retirement process. He took my LES, TSP. SSA and other investment documents information where he was able to put together a full retirement Analysis of whatever age you want to retire. This was very helpful for me going forward. Anyone who is interested should get ensure that they get all documents so Dan will be able to help you put together a great retirement plan analysis. Dan I appreciate you and I look forward to to your help with my retirement paperwork when I decide to retire. Thanks you... read more
5 Stars – Highly Recommend! Just got done with the process of finding the right life insurance through Dan and Lifestyle Wealth Management. The experience was top-notch from start to finish. Dan was professional, knowledgeable, and made the entire process simple and stress-free. I felt like he genuinely cared about helping me find the right plan for my needs. Highly recommend their services!
It was a blessing to attend the all day FedImpact retirement seminar on Jan 31st that led to quality, virtual meetings with Dan. We discussed estimated Federal benefits, future income, and alternative employment options until age 62 to reap full benefits in my situation. Prior to seminar, I had no knowledge on Federal retirement matters. Post seminar and after speaking with Dan, I am less anxious, gained valuable knowledge on Federal retirement, and feel more confident in moving forward into 'retirement'! I am truly grateful... read more
Dan and his team at LWM are amazing! Took the time on a very short timeline to explain to me options on the pros and cons of federal benefits upon retiring, investment options and even life insurance options! The steps in their FERS+ program helps to keep things a little more logical in my head! I'm clueless when it comes to this kind of thing and Dan has been so patient with taking the time to explain things in easier to understand terms. I highly recommend working with LWM! At the very least, schedule a free consultat... read more
Awesome session on the two free sessions. First session was the gathering of information and the second is the explanation of the portfolio. Really appreciate Dan and his team for taking the time to service federal employees regardless if they acquire them as clients or not. There was no pressure to sign up as a client and the explanation of benefits is pretty to understand. Even before I attended the seminar, I already knew that I will learn a lot from this. I even recommended this to my new colleagues. Bottom line, MAHALO ... read more
Frequently asked questions about Lifestyle Wealth Management
How is Lifestyle Wealth Management rated?
Lifestyle Wealth Management has a 5 star rating with 26 reviews.
When is Lifestyle Wealth Management open?
Lifestyle Wealth Management is closed now. It will open on Monday at 8:00 a.m.