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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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The uncertainties we face in retirement can erode our sense of confidence.
Gaining a better understanding of municipal bonds makes more sense than ever.
Life insurance proceeds are generally tax-free. But not in all cases.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
You’ve made investments your whole life. Work with us to help make the most of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.