Broker Check
 

 

 

Explore your options Success Starts with a Strong Foundation What is your View for your Future Helping you Navigate your Financial Journey

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

Calculators

Learn More

Presentations

Learn More

Articles

Learn More
 

Helpful Content

Forecast

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

How to Make Your Retirement Go Further as Costs Rise

How to Make Your Retirement Go Further as Costs Rise

Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.

 

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Tips for Improving Your Financial Health into Retirement

Here are ten key steps to help improve your financial health and make the most of your retirement years.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

View all articles arrow

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

View all calculators arrow

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

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.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

View all videos arrow