Planning & Advisory Services
Life is full of decisions - important and complex decisions. In order to realize your goals, maximize your impact and create a lasting legacy, it is important to understand and coordinate all aspects of your financial picture.
We can help you navigate life’s most important cross-roads by developing your personal LifePlan and providing guidance and perspective when you need it the most.
For Churches, Non-profits, and Businesses:
- Employee Benefits Analysis & Planning
- Business and Farm Succession Planning
- Tax Efficient Executive Compensation Planning
- Risk Analysis
For Individuals and Families:
- Goal Discovery and Quantification
- Retirement Income Planning
- Legacy and Estate Planning
- Widow and Widower Services
- Social Security Optimization
- Roth Conversion Analysis
- Tax Sensitive Portfolio Construction and Management
- Tax Efficient Charitable Giving
- Real Estate Property Exchanges
- Education Funding Planning
If we can help in any way, please email: firstname.lastname@example.org.
LifeGuide is a participating member of Kingdom Advisors. Learn more about our involvement with Kingdom Advisors here.