LifeGoals Strategies Group

LifeGoals Strategies Group Financial advisors that are with you every step of the way! We’ll work closely with you to develop

Securities and Investment Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associ

ated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Thinking of volunteering in retirement? Some considerations.
09/03/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
09/01/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
08/27/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Your credit score may impact what you pay for auto and home insurance.
08/25/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Lifestyle inflation can be the enemy of wealth building.
08/20/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
08/18/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/13/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Where do you begin when buying a home? This article has some pointers.
08/11/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
08/06/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

08/04/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

Address

1741 NE Douglas Street Suite 100
Lees Summit, MO
64086

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18165484113

Website

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