Access your account today!
We are back!
Renovations are complete! Come by and see us in our new setting at our Mt Jefferson Road location.
1441 Mt Jefferson Rd.
West Jefferson, NC 28694
Understanding Today's Financial Environment
At LifeStore Investments, we realize that financial goals are unique to each individual. We take the time to get to know you and your investment goals. Whether you have your eye on college education funding, generating extra income or planning for your retirement, our Investment Team will help create a strategy that is just right for you.
We are in a market environment with lots of uncertainty. Your financial professional is experienced and has seen similar market fluctuations like this in the past. They can help you stay on course to continue on your path of meeting your financial goals. Please find the "Contact Us" button below if you have any questions or concerns.
LifeStore Investments Lobby Hours: 8 AM-5 PM, Monday-Friday
Services We Offer Meet the Team Contact Us
Helpful Content
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
6 Ways to Stay Ahead of Rising Retirement Costs
From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
View all articles 
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
College Savings
See how much you may need to save now to cover future college costs for your child.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
View all calculators
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Surprises
Making the most of surprises is a great reason to work with us.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.