This profile has been claimed by the business owner or representative.
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 |
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
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
Dan and his team are really fantastic. If you are not sure of where you are with your retirement goals, he should definitely be your "to go" place. I was able to attend the retirement workshop where he and his team provided a wide range on information on all kinds of retirement programs and services available to us. He also provided a great report based on my personal needs and goals. He was very knowledgeable, approachable and professional with his approach and always available to answer all the questions I had. The support... read more
Dan Cronin is one of the most knowledgeable and honest wealth advisors I’ve met. Dan provides investment information at a level which is easy to understand and without any strong-arm pressure to make a decision. He presents information at a speed his client doesn’t feel rushed or more confused than when they started. His additional services are reasonably priced and fit into a spectrum of client budgets. I highly recommend Dan to all my Federal Employee brothers and sisters for their Retirement planning. Additionally, consid... 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 at 8:00 a.m.