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

    Revising Estate Strategy Assumptions

    Revising Estate Strategy Assumptions

    Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

    Do You Feel Lucky?

    Do You Feel Lucky?

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

    Four Steps to Valuing an Estate

    Four Steps to Valuing an Estate

    Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.


    Weighing the Benefits of Prepaid Debit Cards

    It's important to understand the pros and cons when considering a prepaid debit card.

    A Brief Guide To Condo Insurance

    Important items to consider when purchasing condo insurance.

    Saving on Fitness Center Membership Costs

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

    Required Reading: The Economic Report of the President

    The Economic Report of the President can help identify the forces driving — or dragging — the economy.

    Fallen Tree Damage—Who Pays?

    Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

    Healthy Body, Healthy Pocketbook

    Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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

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

    Can I Refinance My Mortgage?

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

    Social Security Taxes

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

    What's My Potential Estate Tax?

    This calculator helps estimate your federal estate tax liability.

    Tax Freedom Day

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

    Self-Employed Retirement Plans

    Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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    Managing Your Lifestyle

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

    Protecting Those Who Matter Most

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

    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.

    Long-Term-Care Protection Strategies

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

    An Inside Look at Retirement Living

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

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

    The Rule of 72

    Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

    Should You Ever Retire?

    A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

    Emerging Market Opportunities

    What are your options for investing in emerging markets?

    Your DNA Test

    If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

    What Smart Investors Know

    Smart investors take the time to separate emotion from fact.

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