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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 UsHelpful Content
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
View all articles 
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
View all calculators 
Rightsizing for Retirement
What does your home really cost?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Surprises
Making the most of surprises is a great reason to work with us.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.




