Home • Resources

Join the thousands of individuals nationwide making financial changes by using The Life Financial Group’s resources, recommended attorneys, and suggested tools

Financial Review Forms & Client Login

View Resources

Recommended Local & National Attorneys

View Attorneys

Financial Tools & Resources Links

View Resources

Helpful Financial Downloads

View Resources

By clicking on any of the provided links, you will be leaving The Life Financial Group website and connecting to a third-party website. In doing so you assume total responsibility and risk for the use of the site to which you are linking. The Life Financial Group and Geneos Wealth Management, Inc. have no control as to the content or maintenance of third-party websites.

The Stewardology Podcast

Financial Review Forms & Client Login

Click icons to download financial review forms or to visit Geneos Statement One login page.

Stewardship Review Form

Christian Estate Planning Form

Geneos Client Portal

Recommended Local & National Attorneys

Click attorney names to learn more about each recommended attorney.

David Kaplan, Esq

Pottstown, PA

Rebecca A. Hobbs, Esq

Pottstown, PA

James Smith, Esq

Wyomissing, PA

Jim Clymer, Esq

Lancaster, PA

Eugene Orlando Jr, Esq

Reading & Boyertown, PA

David Ennis, Esq

Glenside, PA

Tim Shawaryn, Esq

Lancaster, PA

David Gibbs III, Esq

National Center for Life & Liberty

Financial Tools & Resources

Click icons to download financial tools or visit suggested resource links.

Life Institute: Church Stewardship Seminars

Beacon Tax Services

Budget Worksheet

Budget Handout