Services Provided

Call Today (800) 688-5800

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The LIFE Financial Group, Inc. is a full-service financial planning and wealth management firm. There are three things that set us apart from other wealth management firms.  First, we are Christians and approach investing from a Biblical Worldview.  Secondly, we are Relational, seeking to establish strong, long lasting relationships with families.  Finally, we are Holistic in our treatment of our clients. We make sure that Legal documents, Estate Planning, Taxes, Investments, Debt, Savings, and Insurance are all considered together.  While we offer a wide array of services, we specialize in the following areas:

  1. Wealth Management
  2. Estate Planning
  3. Retirement Income Planning
  4. Tax Preparation and Advice
  5. Insurance Planning
Wealth Management –  (Please read our Investment Philosophy) We manage over $100 million for clients located locally and all over the country.  We use a variety of strategies and solutions to meet or exceed the goals and needs of each individual client.  One of our objectives is to achieve proper diversification in our clients' portfolios in order to reduce risk, based on each client's growth and risk management goals and needs.  Of course, diversification and asset allocation can neither guarantee a profit nor protect against a loss.
 
Estate Planning – It is our goal to preserve and grow our clients' wealth so that they can enjoy it while they are alive, bless their families, and fund ministry when God calls them home. Our team of expert CFPs®, financial advisors, and support staff work with attorneys and accountants to minimize taxation and simplify the distribution of assets.
 
Retirement Income Planning - How much income will I need during retirement? What sources of income will I have in retirement? When will I be able to retire and will I be able to stay retired? These are just a few of the critical questions we need to answer as you enter this life changing phase of life. With this information we can take steps today to help you achieve your retirement goals.
 
Tax Preparation and Advice – We have observed that very few tax preparers actually give advice with a tax return. For this reason, we are committed to providing our clients with top notch tax preparation and advice to properly minimize taxation in the current year and how to improve next year's tax return. For more information please see the our Tax preparation page, Download Center, or contact Carla Stangl, Tax Manager(Carla@TheLIFEGroup.org).
 
Insurance Planning – An important part of planning for the future is considering insurance options. We offer term life insurance, long term care insurance, and disability insurance. For more information, contact Jeremy Ehst  (Jeremy@TheLIFEGroup.org) or Tim Russell (Tim@TheLIFEGroup.org).
 
A typical client of ours is someone who:
  • Believes it is important to work with a team of planners that share a mutual Biblical world view,
  • Keeps open lines of communication with us, updating us as personal, financial, and material changes occur,
  • Wants to use a trusted professional to help with understanding, executing, and implementing crucial financial decisions,
  • Recognizes the value of an advisory firm which coordinates with other professionals (accountants, attorneys, etc.) to help create a comprehensive strategy for successful stewardship, and
  • Has $50,000 or more to invest.

Call Today (800) 688-5800

Download our Legacy Family Data Sheet