We are passionate about helping families experience peace, realize freedom, and maximize their impact by providing wisdom for life's most important decisions.
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 LifeGuide 360 platform enables LifeGuide clients to have a single view of their financial picture, track progress, securely store important information and connect with their advisory team.
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
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.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Gaining a better understanding of municipal bonds makes more sense than ever.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A four-step framework for building a personal legacy.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Why are 401(k) plans, annuities, and IRAs so popular?
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.
Even low inflation rates can pose a threat to investment returns.
How does your ideal retirement differ from reality, and what can we do to better align the two?
You’ve made investments your whole life. Work with us to help make the most of them.
Here’s a quick guide to checking to see if you have unclaimed money.