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.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
06/16/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Happy we were selected to be one of the 5 winners for the 2026 Excellence in Business Award from the over 1,000 members ...
06/15/2026

Happy we were selected to be one of the 5 winners for the 2026 Excellence in Business Award from the over 1,000 members of the Lee's Summit Chamber of Commerce. Congratulations to the other winners.

Can group and private disability policies work together?
06/11/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

What steps might help you sustain and grow your retirement savings? This piece explores them.
06/09/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
06/04/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
06/02/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
05/28/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

Is there a role for both active and passive investments in your portfolio?
05/26/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Do your kids have the right stuff for college?
05/21/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/19/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

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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