Life Strategies Advisors, Inc.

Life Strategies Advisors, Inc. Financial Planning is not brain surgery. It should be a clear and simple process which you can understand and embrace with confidence. Member FINRA & SIPC.

Whether a few years from retirement, or already there, those that hire me feel relief as they are gently guided. I started Life Strategies Advisors in order to provide a service that I would have appreciated. I began my medical career almost 4 decades ago with loans on top of loans, and gradually accumulated some wealth that I didn’t know how to manage efficiently. So I learned, earning an MBA alo

ng the way. Whereas much of the financial advisory business is about sales, it is not one of my strengths. I approach my clients as I did my patients, laser-focused on their needs and aspirations, not on what I can sell them. Why & when do people hire me?

- When they lack the patience, emotional energy, or time to focus on optimizing their investments and financial life with confidence.

- When they realize that they would be better off by incorporating the complexities of investments, insurance, taxes, retirement plans, etc. into a comprehensive life strategy

- When they decided that their time is better spent elsewhere



To your health,

Daniel Ruben, MD, MPH, MBA

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Registered Principal, offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Life Strategies Advisors and IFG are unaffiliated entities. Registered Principal is licensed in CA, FL. Any information provided herein regarding investments or economic data has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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Your portfolio is more than a performance number.

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Pipes leak. Air conditioners break. Pests come back. Storage fills up.

Hint: it is probably down the street from you

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What's the difference between checiking on you , and reviewing it?

This checklist shows you the difference.

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Which "boring" business tops the charts?

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The same behaves differently once you're in . Why is that?

The years around retirement are when alignment matters.

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Expense ratios have dropped a lot since 2005.

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The conversation many families keep putting off. Many estate planning problems aren't the result of neglect. They're the result of good decisions that were never revisited.

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Adding a child to the deed? Read this.

Estate planning is a comprehensive vision. It needs to reflect your circumstances, which inevitably evolve as life happe...
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Estate planning is a comprehensive vision. It needs to reflect your circumstances, which inevitably evolve as life happens. When is the last time you thought about it?

It's a system that needs to connect.

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We broke down markets into a 5-minute read

Address

5616 Corsa Avenue , Ste 100
Westlake Village, CA
91362

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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