Serving The Medical Professional
No matter what stage of development your medical practice is in, the professionals here at Life Wealth Group can help you plan for the future. Whether you are a general practitioner, dentist or specialist, we can help.
At Life Wealth Group, we have a unique approach for helping Attorneys develop a plan to accomplish their financial goals. The plan we develop will help you manage your cash flow effectively to save, reduce debt, minimize taxes and enjoy your money to the fullest.
Serving Families with Special Needs
Losing a loved one to an accident or illness, dealing with divorce, coping with personal injury, going through a career change and caring for a special needs child is often unexpected and never easy. Our team can help you in times of transition and special need.
Serving High Capacity Christians
We know how important it is to have someone who can give you advice and help develop a plan to assist you in following through with your God-inspired dreams. Meet with one of our advisors and we will help you find balance between saving for your future and giving to the kingdom.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This worksheet can help you estimate the costs of a four-year college program.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you ready for retirement? Here are five words you should consider.