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
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Strategies to Defend Purchasing Power Across Generations
Keep your wealth working by preserving purchasing power over time.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Resolutions to Help Build Financial Independence
Pursue financial independence next year with a few simple but empowering resolutions.
View all articles 
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?