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People often ask us “What should I do with my money?” We typically reply “We have no idea!” Until we get to know you and what you want your money to do for you, we cannot give you sound advice. You see, we don’t invest just for investing’s sake. We view it as our role to help you discover, experience and enjoy the life that you have been called to live. Let’s explore together, if we are the right LifeGuides for you.

LifeGuide helps families experience peace, realize freedom and maximize their impact by providing wisdom for life’s most important decisions.

The LifeGuide Advisory team currently advises 390+ families, with 1370 investment accounts which total about $150 million under direct management. We also assist 340+ clients with their insurance needs. (Life, Disability, Long-term Care and Medicare).

We are a plan centric, fee-based advisory firm. Our comprehensive LifePlanning process brings together all aspects of your financial life and focuses them on achieving your goals in a way that is consistent with your beliefs and values. LifeGuide’s investment strategy is based on a set of principles that have been practiced by highly successful investors over extended periods of time.

* LifeGuide client, account, and asset statistics as of December 2017.

One team - Focused on your success.

We strive to maintain a culture of personal service, long-term relationships, continual learning, meticulous follow-through and purposeful focus. It is our goal to have every aspect of our firm reflect the character of Christ.

We take a team approach to advising and serving LifeGuide’s clients. No one at LifeGuide receives commissions. Our employees are paid a salary. We have taken great care to structure our firm to encourage our team to work together- focused on the success of our clients.

We believe that properly protecting your financial future from unexpected events is essential.

Maintaining an appropriate protection plan does not demonstrate a lack of faith but rather prudent planning. Employee benefits are often an important piece of your financial picture. We strongly recommend that you annually review your employer’s benefit plan and fill in any gaps with personal insurances as needed. (Don’t worry if you haven’t thought about your protection plan for a while; we help our clients do this as part of our ongoing LifePlanning process.)

Do you know where your money is and where it’s going?

Life is busy. It’s complex. Money moves at click speed. Monitoring your financial life is increasingly important in this age of digital transactions, cyber attacks and fraud. Tracking and managing your finances has become difficult and time-consuming.

LifeGuide provides our advisory clients with a subscription to LifeGuide 360, a personal financial website. LifeGuide 360 offers a single view of your finances. It monitors investment performance, tracks progress, securely stores important documents, and fires off alerts if something unexpected happens.