Client Login

Client Login

  • Click here to access your Orion Client Portal
  • Click here to access your TD Ameritrade managed account
  • Click here to access your TD Ameritrade 529 Plan College Savings account
  • Click here to access your Nationwide Monument Advisor variable annuity account
  • Click here for Professional Capital Services (PCS) 401(k) account
  • Click here to access your TD Ameritrade 401(k) account

Terms of Use          Form ADV Part 3 (Client Relationship Summary)

Investment Advisory Services offered Lifestyle Asset Management, Inc. ("LSAM").  LSAM is registered as an investment advisor with the state of Texas.  The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.  Registration does not constitute an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability.  The firm is not engaged in the practice of law or accounting.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities.  Investments involve risk and unless otherwise stated, are not guaranteed.  All investment strategies have the potential for profit or loss.  Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

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