Lifestyle Financial Services
Lifestyle Financial Services recognizes the significance of financial planning and the need to establish a secure future for individuals and their families. Lifestyle Financial Services is one of the Three Best Rated® Financial Services in Santa Ana, CA.
Charles Sosa is a Chief Executive Officer of the firm and has been in the financial industry for over 10 years. They firmly believe in engaging in a thorough process with their clients to gain a deep understanding of their priorities and how a customized financial plan can assist them in achieving their objectives. The values that initially drove them to enter this industry continue to guide their practice. At Lifestyle Financial Services, their primary focus is on supporting families with their financial matters and creating a welcoming and secure environment for them. They are dedicated to embodying and imparting these values to their clients on a daily basis. If you are seeking professional financial guidance, do not hesitate to contact them today to schedule an appointment.
401K and Retirement Planning
Investment and Portfolio Management
Mutual and Indexed Funds
Variable and Fixed Annuities
Long-Term Care & Disability Insurance
With Charles, there were a lot of things that he suggested we don't change, and there were some really great ideas that he had to improve the growth of our portfolio in other areas. He talked about setting up a trust to protect our children, whether we had life insurance to fit our needs, and he referred us to other professionals to help make that happen. What sold me was the consultant approach to solving our problem rather than the hard sales approach or scare tactics. At the end of the meeting, my wife commented how comfortable she was. She felt, for the first time, that someone was truly in our corner...on our team. It really felt like all of the bases were covered.
Charles and Amanda are the best! Personal service, quick to return calls. Amanda helped me with something I needed and followed up on her day off! Thanks Amanda.
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Location / Contact:
Mon-Fri: 9am - 5pm
Sat & Sun: Closed