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.

Start the Conversation

  • 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.


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


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

    Helpful Content

    Should I Invest in Gold?

    Should I Invest in Gold?

    Learning more about gold and its history may help you decide whether it has a place in your portfolio.

    Jane Bond: Infiltrating the Market

    Jane Bond: Infiltrating the Market

    Agent Jane Bond is on the case, cracking the code on bonds.

    Strategies For Managing Student Loan Debt

    Strategies For Managing Student Loan Debt

    Five strategies for managing your student debt.


    Tips for Finding Care for Your Special-Needs Child

    The care of special-needs children continues into their adult years, and may survive the passing of their parents.

    When Life Insurance Becomes Taxable

    Life insurance proceeds are generally tax-free. But not in all cases.

    How the Federal Reserve Works

    Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

    U.S. Personal Savings Rate

    What can be learned from the savings rate?

    Changing Unhealthy Behaviors

    Five phases to changing unhealthy behaviors.

    Important Birthdays Over 50

    Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

    View all articles arrow

    Estimate Your RMD

    Help determine the required minimum distribution from an IRA or other qualified retirement plan.

    Paying Off a Credit Card

    Enter various payment options and determine how long it may take to pay off a credit card.

    Tax Freedom Day

    Assess how many days you'll work to pay your federal tax liability.

    Comparing Investments

    This calculator compares the net gain of a taxable investment versus a tax-favored one.

    Contributing to an IRA?

    Determine if you are eligible to contribute to a traditional or Roth IRA.

    What Is My Risk Tolerance?

    This questionnaire will help determine your tolerance for investment risk.

    View all calculators arrow

    Your Cash Flow Statement

    A presentation about managing money: using it, saving it, and even getting credit.

    Managing Your Lifestyle

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

    Long-Term-Care Protection Strategies

    The chances of needing long-term care, its cost, and strategies for covering that cost.

    5 Smart Investing Principles

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

    5 Smart Investing Strategies

    There are some smart strategies that may help you pursue your investment objectives

    Investment Strategies for Retirement

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

    View all presentations arrow

    Making Your Tax Bracket Work

    Have you explored all your options when it comes to managing your taxable income?

    A Bucket Plan to Go with Your Bucket List

    A bucket plan can help you be better prepared for a comfortable retirement.

    The Power of Tax-Deferred Growth

    Why are 401(k) plans, annuities, and IRAs so popular?

    Charitable Giving: Smart from the Heart

    Do you have causes that you want to support with donations? Here are three tips.

    Social Security: By the Numbers

    Here are five facts about Social Security that might surprise you.

    Inflation and Your Portfolio

    Even low inflation rates can pose a threat to investment returns.

    View all videos arrow