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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.


    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

    The Other Sure Thing

    The Other Sure Thing

    Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

    The New Wild West: Bitcoin

    The New Wild West: Bitcoin

    Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

    Saving on Fitness Center Membership Costs

    Saving on Fitness Center Membership Costs

    There are ways to improve your physical fitness without denting your fiscal fitness.


    Put It in a Letter

    A letter of instruction provides additional and more personal information regarding your estate.

    Important Birthdays Over 50

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

    Rebalancing Your Portfolio

    Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

    Lots of Variables with Fixed-Rate Mortgages

    When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

    Getting a Head Start on College Savings

    A few strategies that may help you prepare for the cost of higher education.

    How Does Your Credit Score Compare?

    Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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    Social Security Taxes

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

    Should I Pay Off Debt or Invest?

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

    Annuity Comparison

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

    Roth 401(k) vs. Traditional 401(k)

    This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

    How Much Home Can I Afford?

    With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

    Should I Buy or Lease an Auto?

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

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    Managing Your Lifestyle

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

    Principles of Preserving Wealth

    How federal estate taxes work, plus estate management documents and tactics.

    Protecting Those Who Matter Most

    The importance of life insurance, how it works, and how much coverage you need.

    Investment Strategies for Retirement

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

    Retirement Plan Distributions

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

    5 Smart Investing Strategies

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

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    You’ve made investments your whole life. Work with us to help make the most of them.


    Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

    An Arm and a Leg

    A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

    Charitable Giving: Smart from the Heart

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

    The Fed and How It Got That Way

    Here is a quick history of the Federal Reserve and an overview of what it does.

    Are Alternative Investments Right for You?

    With alternative investments, it’s critical to sort through the complexity.

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