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

    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.

    Mastering Mobile Lingo

    Mastering Mobile Lingo

    Can you keep up with your children’s mobile slang?

    Jane Bond: Decoding Diversification

    Jane Bond: Decoding Diversification

    Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.


    Top New Digital Tools for Small Businesses

    Apps that help small business owners better manage and grow their business.

    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.

    Does Your Child Need to File an Income Tax Return?

    When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

    What's So Great About a Rollover?

    Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

    Budget Check Up: Tax Time Is the Right Time

    Tax preparation may be the perfect time to give the household budget a check-up.

    When Heirs are Imperfect

    The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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    Capital Gains Tax Estimator

    Use this calculator to estimate your capital gains tax.

    Comparing Mortgage Terms

    Estimate the total cost in today's dollars of various mortgage alternatives.

    Home Mortgage Deduction

    Use this calculator to assess the potential benefits of a home mortgage deduction.

    Estimate Your RMD

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

    What Is My Current Cash Flow?

    Assess whether you are running “in the black” or “in the red” each month.

    Saving for College

    This calculator can help you estimate how much you should be saving for college.

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    Principles of Preserving Wealth

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

    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.

    Your Cash Flow Statement

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

    5 Smart Investing Strategies

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

    Retirement Plan Distributions

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

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    16 Wall Street Cliches in 60 Seconds

    Pundits say a lot of things about the markets. Let's see if you can keep up.

    It May Be Time for a Financial Checkup

    It’s never a bad time to speak with your financial advisor about changes in your situation.

    The Facts About Income Tax

    Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

    The Power of Compound Interest

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

    Interest Rates: How Low Can They Go?

    The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

    Should I Invest In REITs?

    Are Real Estate Investment Trusts right for your portfolio?

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