Micheal C. Holt
Lifestyle Income Strategies was founded by Micheal Holt for the purpose of providing retirement planning advice to retirees and pre-retirees and their families. The company serves Southern California and has offices in San Diego and Orange County. We specialize in offering financial planning, insurance services, and long-term care planning to protect and preserve savings as well as produce lifelong income to meet their lifestyle. In today's financial environment it is very important to know how to protect your assets and to have that "peace of mind" about your financial future.
Watch Our Video on the Importance of Long Term Care Planning
Click Here to Watch our 4 Minute Video "The Wait"
CLICK HERE to read or download our FREE Long Term Care Planning Guide as a great starting point
CLICK HERE to read or download our FREE Long Term Care Planning Checklist and Financial Inventory
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Download a free White Paper on Long-Term Care Planning
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Service Area
Proudly serving the entire state of California.
Contact Us
Micheal C. Holt
Lifestyle Income Strategies
Contact Us:
(858) 336-4999
215 West Hampshire Avenue
Anaheim, CA 92805
Web: listrategies.com
About Michael
Micheal Holt has been assisting retirees and pre-retirees for over 20 years to protect their assets, construct smart investment plans, plan for long-term care needs, and create lifelong income. He has helped clients move millions of dollars into products which offer more protection of their principal while providing competitive returns. Micheal has advised employees and officers of several Fortune 100 companies, local small business owners and many families in all parts of the country. He is considered an income planning expert and has an extensive experience in advising retirees regarding their "qualified" savings accounts such as IRA's, 401(k)'s, 403(b) plans, TSP, and pension plans. Micheal is also a long-term care planning specialist and helps families implement long-term care solutions that meet their needs and budget.
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About the NCPC
The National Care Planning Council and its affiliated members are dedicated to helping families recognize the need for long term care planning and to helping implement that planning. Integrity, honesty, and a genuine concern for those who are in need of (or may need) long term care are at the heart of our services.