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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Couples may be able to head off many of the problems in a marriage that money can cause.
Gaining a better understanding of municipal bonds makes more sense than ever.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
When do you need a will? The answer is easy: right now.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.