Learn more about procedures in place during the green phase of state reopening. Read now »
Learn more about procedures in place during the green phase of state reopening. Read now »
Every day, we guide more than 570 families in making wise financial decisions.
Schedule a CallThe stakes are high. Take control of your financial future today.
Schedule a CallWe manage over $210 million in assets.
We serve more than 1,300 individuals, businesses, and organizations.
Our financial advice is rooted in biblical principles.
*Assets and client statistics as of 10/28/2019; Client statistics includes insurance clients
Meet The TeamFirst, we simply get to know each other. Start by scheduling a meeting at a convenient time for you where we help you clarify and articulate your goals. The meeting typically lasts about an hour and is 100% complimentary—no pressure, and no strings attached. In appreciation of your time, we’ll even donate $50 in your honor to a charity of your choice.
Schedule a Call »After your introductory meeting, we get to work developing your custom, comprehensive LifePlan. Your LifePlan offers a summary of where you are and where you want to go. Then, it provides a clear, detailed, actionable, and stress tested financial plan to get there. Because we want you to be completely satisfied with your LifePlan, you pay nothing until after we deliver your LifePlan and you feel we’ve earned both your trust and hard earned dollars.
About Life Planning »Life happens and circumstances change, which is why we value long-term relationships over one-time transactions. As a LifeGuide full-service client, we provide ongoing coaching and wealth management to help you invest wisely, protect what matters most, and navigate major life events and decisions. You even have unlimited access to your advisory team through email, phone calls, and in-person meetings.
Our Services »We have chosen a fiduciary business model that requires us to hold your interests above all others. As an independent Registered Investment Advisor (RIA), our success is aligned with yours. All individual LifeGuide employees are paid a salary and do not receive commissions.
About UsWe help you experience peace, realize freedom, and maximize your impact by providing you wisdom for life’s most important decisions.
Life should be exciting, fun, and deeply fulfilling! Which is why we see money not as the end goal in itself, but simply as a tool to meet needs and turn goals into reality. Offering biblically based financial wisdom, we help our clients lean more fully into the lives they want to live and the causes they want to champion. We believe wise financial management produces peace, freedom, and impact—leading to a deep sense of fulfillment.
We assign every client to an advisory team led by a partner of the firm. We believe that four heads are better than one. Our team approach enables us to serve you better. You won’t be left on your own if an advisor isn’t available.
We don’t just create a financial plan that sits on your shelf; we help you make wise decisions, manage the details, and turn your plans into reality. We answer your calls, return your emails, and talk in terms you understand. We walk with you to help keep you on the path to your goals while helping you pass wisdom and values to your children and grandchildren along the way. In the event of a loss, we are committed to caring for your surviving spouse and family members.
Your future is too important, and financial matters are too complex for cookie cutter answers or simplistic rules of thumb. Wise decision making must consider the tradeoffs of the many interrelated areas of your financial life, and our advisory teams bring the technical competence and curious resolve to get to the right answers for you. We continually educate our advisors, use industry-leading planning technologies, and take the time necessary to make recommendations that are specific to your unique situation.
We have created a flexible service and fee model to allow us to provide you with the services that you need. Our engagement model allows us to work with you whether you have an abundance of resources or are just starting out. We are transparent with our clients about our fees and strive to provide the most value for our services, expertise, and care as possible. Click here for more details.
