LifeGoals Strategies Group

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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 associated 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.

10/15/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

When it comes to investing, you may be your own worst enemy.
10/13/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
10/08/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Test your estate strategy knowledge with this short quiz.
10/06/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

10/01/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
09/29/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
09/24/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
09/22/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
09/17/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

When was the last time you updated your will?
09/15/2026

When was the last time you updated your will?

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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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