We are passionate about helping families experience peace, realize freedom, and maximize their impact by providing wisdom for life's most important decisions.
Meet our team of professionals who will help you discover your purpose, protect what’s important, invest in what matters and create a legacy that lasts.
The LifeGuide 360 platform enables LifeGuide clients to have a single view of their financial picture, track progress, securely store important information and connect with their advisory team.
Our goal is your success.
We can help you start out right, correct course, or finish strong. If you would like to talk to someone about providing guidance to your journey, please contact us today.Start the Conversation
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Gaining a better understanding of municipal bonds makes more sense than ever.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When to start? Should I continue to work? How can I maximize my benefit?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Healthy habits are one of the greatest gifts to give your child.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
All about how missing the best market days (or the worst!) might affect your portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know these three personal finance sayings?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.