We have constructed LifeGuide InSight Portfolios by implementing not only the principles practiced by highly successful investors, but principles that have produced superior results over extended periods of time. These principles have been developed by carefully observing and interpreting the behavior of financial markets, investment vehicles, investors, and the world in general. What’s more, they reflect the teachings written thousands of years ago in Scripture.
Our investment portfolios seek to utilize the lowest cost mutual fund and ETF share classes available to us. We believe in systematically investing over a long period of time using a principled investment strategy. We believe that every account should have a defined objective and be invested according to its intended purpose.
We employ a dynamic rebalancing process where we establish allocation targets and drift collars for each position in our portfolios. We review accounts regularly for rebalancing opportunities and trade positions back to their targets when they surpass their drift collars. Dynamic rebalancing allows us to take advantage of short- and long-term market trends by systematically selling high and buying low.Our Services & Fees »
You have important questions, and we want to get you answers. We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer all of the questions you have. In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire.
Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
The topic of long-term healthcare can be complex, time consuming, and, quite frankly, not a lot of fun. We’re here to help.
We are Dave Ramsey ELPs for long-term care, as well as SmartVestor Pros. We offer all of Dave’s fans a complimentary, no-strings-attached LTC Exploration Meeting where we will take the time to know you, answer your questions about LTC, and provide quotes and recommendations tailored specifically for you.
To prepare quotes for you, we ask that you complete a short three-minute online LTC Questionnaire.
One we receive your questionnaire, we will shop your case to multiple insurance companies, prepare quotes, and reach out to schedule your LTC Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro as well as a Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!