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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 If You Get Audited?

    What If You Get Audited?

    The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

    Do You Feel Lucky?

    Do You Feel Lucky?

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

    The Business Cycle

    The Business Cycle

    Understanding the economy's cycles can help put current business conditions in better perspective.

     

    Is Term Life Insurance for You?

    Term insurance is the simplest form of life insurance. Here's how it works.

    Will Power

    Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

    Where Will Your Retirement Money Come From?

    Retirement income may come from a variety of sources. Here's an overview of the six main sources.

    The Half Million Dollar Baby

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

    Best Performing Asset Classes

    Bonds may outperform stocks one year only to have stocks rebound the next.

    Volunteering in Retirement

    For many, retirement includes contributing their time and talents to an organization in need.

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    Contributing to an IRA?

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

    Lifetime of Earnings

    Estimate how much you have the potential to earn during your working years.

    Interested in a Fuel Efficient Car?

    Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

    Home Mortgage Deduction

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

    My Retirement Savings

    Estimate how long your retirement savings may last using various monthly cash flow rates.

    Bi-Weekly Payments

    This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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    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.

    5 Smart Investing Strategies

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

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

    5 Smart Investing Principles

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

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    Acres of Diamonds

    In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

    The Richest Man in Babylon

    In good times and bad, consistently saving a percentage of your income is a sound financial practice.

    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.

    16 Wall Street Cliches in 60 Seconds

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

    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 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.

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