Lifestyle Wealth Management LLC

Company:	Lifestyle Wealth Management LLC
Contact:	Dan Cronin
Address:	74 Kihapai St
City:	Kailua
State:	HI
Zip:	96734
Phone:	808-206-9123
Fax:	--
Email:	Dan@lifestyle-wm.com
Website:	https://www.lifestylewealthmgmt.com

About My Practice

Dan Cronin is the Founder of Lifestyle Wealth Management. His mission is to help federal employees create and optimize benefits for his clients. The core of what Lifestyle Wealth Management does is manage assets for their clients. To also support their clients and the community by identifying strategies and investments to help improve retirement readiness.

When working with Dan and his team, their goal is to help break down the often-complex process of long-term planning and investing into actionable, easy-to-understand steps. Dan is an advisory representative with a Series 7 and Series 66 qualifying registrations and is also life insurance licensed. He is fluent in annuities, long-term care strategies, federal employee benefits, and financial planning.

Federal Retirement Workshops

For federal retirement workshop locations & dates, visit: https://www.fedimpact.com/LWM

Offering Advice Since

2018

Areas of Specialty

Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Budgeting and cash management
Federal employee benefits & annuities

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: Life, Health, LTC, Annuity
Designations: ChFEBC℠ (Chartered Federal Employee Benefits Consultant℠)
Security Licenses: Series 66
Investment Advisor Registration: Firm CRD #6883364

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Account fees (such as those for IRA accounts)
Redemption fees on mutual funds or insurance products
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

RIA- CreativeOne Wealth
Custodian = Charles Schwab

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