LifeWealth Planning Group

LifeWealth Planning Group We are a Comprehensive Wealth Management team with a refined process. Member FINRA & SIPC (www.finra.org, www.sipc.org).

Working with business owners, retirees & pre-retires wanting to understand their retirement plan, preserve their way of life and plan for their heirs. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. 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 co

mpleteness. 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.

04/25/2026

This week's Weekly Market Commentary discusses how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.

It's our pleasure be able to help support local education!"Recently, our students participated in a special “Reading to ...
04/22/2026

It's our pleasure be able to help support local education!

"Recently, our students participated in a special “Reading to Horses” program with the Arapahoe County Sheriff’s Mounted Unit, building confidence and strengthening literacy skills in a memorable way. It’s experiences like these that your generosity makes possible.
Thank you again for your ongoing support."

04/18/2026

The recent escalation in Iran has disrupted global energy markets, but history shows markets often recover quickly once conditions stabilize. Despite near‑term volatility, economic strength, supportive fiscal policy, and easing inflation suggest that current uncertainty may create long‑term inve...

04/11/2026

LPL Research discusses examples from history of small caps surging to start the year, and what to watch for from the asset class and the Magnificent Seven in the near future.

04/04/2026

This week’s Weekly Market Commentary discusses LPL Research’s Strategic Asset Allocation (SAA), the long‑term framework that guides how diversified portfolios are built to deliver more stable outcomes across evolving market environments. It also highlights key updates to the 2026 SAA, includin...

Congratulations to USA West! Placing 7th! LifeWealth Planning Group is proud to sponsor this great youth program.USA W...
03/23/2026

Congratulations to USA West! Placing 7th!
LifeWealth Planning Group is proud to sponsor this great youth program.
USA West Rugby Monégasque de Rugby

03/21/2026

LPL Research presents competing views on the outlook for software stocks, according to well-respected money managers.

03/14/2026

S&P 500 fourth‑quarter earnings growth is tracking a solid 13.2% year over year, driven largely by the technology sector’s strong performance and continued momentum from the Magnificent Seven. With most companies reporting and 2026 EPS estimates at record highs, earnings strength remains intact ...

02/28/2026

LPL explores how accelerating AI adoption is impacting software demand, widening the valuation gap with semiconductors, and setting up a potential software rebound.

02/21/2026

LPL Research highlights Warren Buffett’s investing wisdom, emphasizing patience, discipline, and rational decision-making for lasting financial success.

12/27/2025

S&P 500 Q3 earnings surged 13.5% year-over-year, led by tech (+27%) and financials (+23.5%), while the Magnificent Seven posted over 30% growth. Despite strong results and rising forward EPS estimates, market reactions remain muted.

12/20/2025

LPL Financial Chief Economist Jeffrey Roach shares three key insights on the U.S. economy: small business challenges, labor market revisions, and positive tailwinds for 2026. Learn what these trends mean for jobs, inflation, and the Fed’s next moves.

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Littleton, CO
80120

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+13039281167

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