Lifeguard Financial is a comprehensive wealth management and financial planning firm specializing in empowering individuals, families, and businesses to achieve financial independence and build lasting legacies. With a mission-driven approach that blends innovative strategies with time-tested principles, the firm stands out for its commitment to service with integrity, financial literacy, and aligning financial decisions with clients’ core values and vision.
The team at Lifeguard Financial provides expert guidance to help clients navigate their financial journeys with confidence, offering a complimentary second opinion on investments to identify areas for improvement. They focus on fostering long-term relationships and creating meaningful, generational impact through personalized planning. Their services cater to a diverse clientele seeking purposeful wealth building, retirement security, and organized legacy preservation.
Services Offered
- Financial Planner
- Tax Attorney
- Income Planning
- Legacy Planning
- Retirement Strategies
- Social Security Planning
- Tax Strategies
- Investment Seminars
- Generational Vault (virtual safety deposit box for document management)
- Empowering Women financial programs
- Wealth Management
- Living Trust Seminars
Lifeguard Financial serves clients with a focus on personalized, value-aligned strategies and offers resources such as newsletters, webinars, and educational videos to support financial literacy and informed decision-making.
