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Everyone deserves a guide
Life is filled with big, important decisions—sometimes by our choosing and sometimes outside of our control. And nearly all of them impact our financial lives. As a faith-driven, fee-only firm, our team of salaried CFP®, CKA®, RLP®, and CFA financial advisors are here to help you navigate major crossroads, including retirement, career and business transitions, and losing a spouse.
Helping You Navigate
Retirement & Career Transitions
Stepping away from a career, whether to retire or to start something new, raises a lot of questions at once. Can we afford it? What happens to our income, health insurance, and taxes? And beyond the numbers, what are we moving toward? We’re here to help you make the transition with confidence and clarity, and to step into your next chapter with a renewed sense of purpose.
Helping you answer questions like:
- Am I on track? Will we be okay?
- Can I afford to change careers or retire?
- When should I start Social Security?
- How will I replace my paycheck?
- How will changing careers affect my retirement?
- Is God calling me to a career change?
Helping You Navigate
Retirement & Career Transitions
Stepping away from a career, whether to retire or to start something new, raises a lot of questions at once. Can we afford it? What happens to our income, health insurance, and taxes? And beyond the numbers, what are we moving toward? We’re here to help you make the transition with confidence and clarity, and to step into your next chapter with a renewed sense of purpose.
Helping you answer questions like:
- Am I on track? Will we be okay?
- Can I afford to change careers or retire?
- When should I start Social Security?
- How will I replace my paycheck?
- How will changing careers affect my retirement?
- Is God calling me to a career change?
Helping You Navigate
Wealth & Generosity
As wealth grows, the question often shifts from “Will we have enough?” to “What is all of this for?” Many of the families we serve want their finances to reflect their faith in Jesus, but they aren’t sure how to hold building wealth and giving generously together. How much should we keep for ourselves and our kids, and how much could we invest in God’s kingdom? We bring your financial plan and your giving together around an eternal perspective, helping you see what’s possible and walk alongside you as you take that next step!
Helping you answer questions like:
- How much is enough for our family?
- Is building wealth at odds with being generous?
- Should we grow our wealth now so we can give more later?
- How much should we leave to our kids?
- How do we balance enjoying what we have with giving more?
Helping You Navigate
Business Succession
Selling or transitioning the business you’ve built—whether that’s years away or already underway—brings a lot of questions with it: What is my business actually worth? How much do I need out of it? Who could even afford to buy it? Whether you’re preparing for an outside sale, an internal succession, or passing it on to your kids, we’re here to help you clarify what you want from the transition and what has to happen to get there.
Helping you answer questions like:
- How much is my business worth?
- How much should I sell my business for?
- Do I need a succession plan? If so, how do I set that up?
- How do I sell my business to employees?
Helping You Navigate
Business Succession
Selling or transitioning the business you’ve built—whether that’s years away or already underway—brings a lot of questions with it: What is my business actually worth? How much do I need out of it? Who could even afford to buy it? Whether you’re preparing for an outside sale, an internal succession, or passing it on to your kids, we’re here to help you clarify what you want from the transition and what has to happen to get there.
Helping you answer questions like:
- How much is my business worth?
- How much should I sell my business for?
- Do I need a succession plan? If so, how do I set that up?
- How do I sell my business to employees?
Helping You Navigate
The Loss of a Spouse
When a spouse dies, the decisions arrive in a staggering number—all while grief is at its heaviest. A few of them are time-sensitive. Many can wait weeks or even months, and knowing the difference is itself a huge relief. We have walked this road with many widows before, and we will handle what you shouldn’t have to learn on your own: the ten or fifteen certified death certificates, the claim forms, the papers still worth going to look for. You don’t walk alone.
Helping you answer questions like:
- My spouse handled everything. Where do I even start?
- Do I need to make any big financial decisions right now?
- Where will my income come from now?
- Who can I trust? And how do I protect myself from scams or bad advice right now?
It all starts with a plan. Where it goes from there is up to you.
PLANNING, ADVICE, & IN-HOUSE INVESTMENT MANAGEMENT
Full Service
Perhaps you’d rather not carry the weight of managing your investments yourself, and you’d like your time and attention to go elsewhere. Or maybe you want one team who sees your whole financial picture and keeps every piece moving in the same direction. If you want your plan and your investments managed together, LifeGuide Full Service is for you! You’ll work alongside a dedicated three-person team who builds your plan, manages your investments, and coordinates the tax, giving, and estate decisions that move with them. As life changes, we adjust the plan with you, and our fee is billed as a percentage of the assets we manage.
PLANNING & ADVICE ONLY
By-The-Hour
Perhaps you prefer to manage your own investments but want some professional guidance to help you avoid blind spots. Or maybe you’re already working with an advisor but would value a second opinion or a faith-based perspective. If you don’t need ongoing investment management, LifeGuide Hourly is for you! You’ll work alongside a dedicated CFP® professional to answer your questions, provide analysis, and audit your financial strategies—billed by the hour and without a long-term commitment.
Why LifeGuide?
Faith-Driven
Guidance designed to strengthen your faith and maximize your peace, freedom, and eternal impact—not just your worldly wealth.
Fee-Only
A team of salaried, fiduciary advisors who walk alongside you with the heartfelt care of a true advocate—not commissioned salespeople.
Deeply Comprehensive
Highly analytical planning and investment management that align all areas of life—not isolated investment & tax advice.
Jon & Lynne Baer
The intimacy of sharing financial information, and heart's desires, can be daunting initially. We have found LifeGuide, Brien and Brian in particular, to be trustworthy and helpful throughout the process of discovery, planning and execution as it relates to our financial future. Engagement with LifeGuide will necessarily challenge you, and better equip you to prepare for your own financial future. The partnership with Lifeguide has filled in inevitable knowledge and preparatory gaps, and has given us significant confidence that "we can get there from here". Simply put, they are doing work on our behalf that is helping us make wise provisions for both the present and future. Further, while we are still employed, we recognize the benefits of engaging Lifeguide at an early stage of life would have great benefit for anyone. High marks for trust, expertise, being like-minded about the pull and role of money, and for the personal touch that makes us feel valued.
Chris Durant
My wife and I joined LifeGuide just about 2 years ago. We moved over from one of the huge banks and have been pleased with our decision since Day 1. Zak and his Team guided us through a lot of internal reflection about how we wanted our future to look and then showed us how we could get there. Now fully on board and with Matt as our lead advisor we feel blessed to be a part of such a great group. I have met several other LifeGuide Clients and they all have the same confidence as we do. We receive great personal service, and I look forward to our Quarterly reviews mostly just to see the Team and learn from them. It all starts with Brittany and each time we arrive she sets a great tone for our meeting and Matt really listens and provides us with great advice and direction. I could not recommend a better group of professionals and all-around wonderful people than the Team at LifeGuide.
Robert Teramae
We are so grateful to have had LifeGuide take care of our financial plannng. We especially want to thank Brian, Brien, and Holly for all that they have done. They have given us the security that we needed with my wife retiring and not having a steady income. By giving us guidance and investing our money, we have been more than adequately taken care of. Also, we feel secure about our future with what they have planned for us. It’s like family taking care of us. We feel we can ask any question we have but their explanations of all that they have done has not required us to ask any. We are so happy and grateful to have our future in their hands. They deserve more than 5 stars!!!
John Nesbitt
LifeGuide Financial Advisors have been most helpful in guiding my wife and I through major financial decisions, including when to retire, and handled our investments as well. They are able to put financial concepts in terms we both can understand, and we know they have our best interests in mind and heart. We have peace of mind and the assurance that the values of LifeGuide align very well with our own. They are professional and personable at the same time. We are happy to recommend them!
Jane Conway
I always look forward to meeting with Derek and team for my annual review. Since I am clueless about investing, I appreciate and am thankful for their expertise and how well prepared they are in presenting my portfolio. They are not just concerned about the market, investments, etc., but also how life is for me and my family. They take a lot of time discussing any questions I may have and I never feel rushed or pressured in any way. I highly recommend LifeGuide to anyone who wants to get their finances in order or make sure they are on the right path in whatever season of life they find themselves. Thank you, LifeGuide, for all you do for your clients!
Daniel Goonewardene
My wife and I spent the last year or so working with Life Guide and it was clear from our first meeting that their team is not just knowledgeable but genuinely dedicated to their clients' financial well-being. Their initial assessment was thorough and personalized. They took the time to understand our financial goals, risk tolerance, and future goals, which made us feel confident that their recommendations were tailored specifically to our needs/goals. Their customer service is always above and beyond. Whether we had a quick question or needed a more in-depth discussion, they were always available and happy to help. We especially appreciated the Christ-centered approach to financial management and will continue to apply the knowledge and principles shared for years to come. Special thanks to Brian & Brien for everything!
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The presented testimonial is from a current LifeGuide Financial Advisors client and was obtained via a third-party website from 2021 onward. LifeGuide Financial Advisors reached out to a random sample of clients requesting voluntary feedback. Clients were not provided any compensation with respect to said testimonials. The testimonial provided is for informational purposes only and is not representative of all client experiences, which may differ substantially. Click here to view all the testimonials received by LifeGuide Financial Advisors on Google My Business.