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A Different Kind of Financial Advisor. A Different Kind of Financial Advisor. A Different Kind of Financial Advisor. A Different Kind of Financial Advisor.

The Lifeguide Team

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 Heart Of Lifeguide

We are passionate about helping individuals, families and organizations fulfill their God-given purpose.

The Lifeguide Community

Find out what is happening at LifeGuide - upcoming events, important reminders and smart ideas.

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.

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  • Products & Services

    Planning & Advisory Services

    Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

    Investments

    Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

    Insurance

    Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

    Helpful Content

    What Is a 1035 Exchange?

    What Is a 1035 Exchange?

    1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

    The Power of Compound Interest

    The Power of Compound Interest

    Learn how to harness the power of compound interest for your investments.

    Term vs. Permanent Life Insurance

    Term vs. Permanent Life Insurance

    When considering life insurance, it's important to understand your options.

     

    A Penny Saved is Two Pennies Earned

    Here are some simple and inexpensive energy-saving tips that may help you save money.

    The Economic Journey of Your Morning Coffee

    Few contemplate the complex journey that brought their coffee from farm to kitchen table.

    Do You Owe The AMT?

    If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

    Social Security Benefits: How Much Will I Receive

    Calculating your potential Social Security benefit is a three-step process.

    The Half Million Dollar Baby

    The true cost of raising a child may be far more than you expect.

    Money that Buys Good Health is Never Ill Spent

    It's important to make sure your retirement strategy anticipates health-care expenses.

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    Annuity Comparison

    This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

    Should I Pay Off Debt or Invest?

    This calculator will help determine whether you should invest funds or pay down debt.

    Social Security Taxes

    Estimate how much of your Social Security benefit may be considered taxable.

    Historical Inflation

    This calculator shows how inflation over the years has impacted purchasing power.

    Can I Refinance My Mortgage?

    This calculator can help determine whether it makes sense to refinance your mortgage.

    Should I Buy or Lease an Auto?

    This calculator compares the financial impact of leasing versus buying an automobile.

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    5 Smart Investing Principles

    Principles that can help create a portfolio designed to pursue investment goals.

    Retirement Plan Distributions

    There are a number of ways to withdraw money from a qualified retirement plan.

    An Inside Look at Retirement Living

    A number of questions and concerns need to be addressed to help you better prepare for retirement living.

    Managing Your Lifestyle

    Using smart management to get more of what you want and free up assets to invest.

    Investment Strategies for Retirement

    Investment tools and strategies that can enable you to pursue your retirement goals.

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

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    Suddenly Single: 3 Steps to Take Now

    Have you found yourself suddenly single? Here are 3 steps to take right now.

    Sit, Stay, Rollover: A Guide to IRA Rollovers

    If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

    Do You Feel Lucky?

    Recent changes in estate tax laws could affect the strategy you have in place.

    Jane Bond: Scaling the Ladder

    Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

    What to Do When You Lose Your Wallet

    Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

    Should You Invest in Exchange Traded Funds?

    There are hundreds of ETFs available. Should you invest in them?

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