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:

LifeGuide is a participating member of Kingdom Advisors. Learn more about our involvement with Kingdom Advisors here.