?? PLEASE LISTEN UP! Scamming is RAMPANT right now! At LifeGuide, we’ve seen too many smart, cautious individuals (people just like YOU) fall prey to scams. We don't want to see anyone lose a dime to these crooks. We've put together a post with FIVE TOOLS you can begin use today to help you protect yourself and your loved ones from fraud: ?? The "Cool-Off Countdown" ?? The "Pause & Probe" ?? The "Polite Power Play" ?? The "Trustworthy Transaction" ?? The "Phone-a-Friend" Learn more about each of these and how to use them! #ScamPrevention #StaySafe #FinancialSecurity
LifeGuide Financial Advisors, LLC
金融服务
Mechanicsburg,Pennsylvania 256 位关注者
Making wise financial decisions doesn't have to be stressful.
关于我们
At LifeGuide Financial Advisors, we know that you want to feel peace, freedom, and have the confidence to make an impact with your finances. The problem is that you’re too busy living life to figure out the complex world of finance! So, we exist to help families experience peace, realize freedom, and maximize their impact by providing wisdom for life’s most important decisions. We believe that making wise financial decisions doesn't have to be stressful. In fact, it should be exciting and deeply fulfilling! As a Christian fiduciary firm, we help more than 570 families find peace and meaning through biblically-based financial life planning and wealth management. Our clients are making a dramatic impact on their families, their communities, and throughout the world! ________________________________________________ LifeGuide Financial Advisors, LLC (“LifeGuide Financial”) is a Registered Investment Advisor (“RIA”), located in the Commonwealth of Pennsylvania. LifeGuide Financial provides investment advisory and related services for clients nationally. LifeGuide Financial will maintain all applicable registration and licenses as required by the various states in which LifeGuide Financial conducts business, as applicable. LifeGuide Financial renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
- 网站
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https://www.lifeguidefa.com
LifeGuide Financial Advisors, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Mechanicsburg,Pennsylvania
- 类型
- 上市公司
- 创立
- 1990
- 领域
- Securities、Financial Planning、Insurance、Annuities、Investments、Wealth Management、Retirement Planning、Widow/Widower Services、Legacy Planning、Customer Service和Life Planning
地点
LifeGuide Financial Advisors, LLC员工
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David "Zak" Lutz
Partner at LifeGuide Financial Advisors, LLC
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Holly Whitmire, CFP?, CKA?, CRPC?
Financial Advisor at LifeGuide Financial Advisors, LLC
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Brien Lasse, CFP?, RLP?, CKA?
Senior Financial & Life Advisor at LifeGuide Financial Advisors, LLC
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Matthew Hess, CFP?, CKA?
Partner | Lead Financial Advisor at LifeGuide Financial Advisors, LLC
动态
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Two weeks ago, our team, clients, and friends at New Life Community Church in Carlisle came together for a 36-hour “Extreme Makeover” community service project. Together, we transformed multiple spaces around NLC's campus, including its Student Center and LifeWorks Marketplace. In the Student Center, volunteers painted walls, assembled ping-pong, air hockey, and foosball tables, and set up TVs and Nintendo Switch systems—ALL to create a fun, engaging, and safe space where youth in our community can experience true belonging in Jesus' name! And over in the LifeWorks Marketplace, our clients ripped up carpet, laid flooring, installed slatwall panels (which apparently weigh like 89,000,000 each...who knew?), assembled furniture racks, organized home goods, and more—ALL to provide a welcoming space where families and individuals moving out of homelessness can get what they need to make their house feel like HOME. We also had volunteers throughout the event outside landscaping, writing cards of encouragement, helping with food, cleaning, organizing, and so much more. In total, we had over 100 volunteers participate over the course of the weekend. Additionally, our clients helped raise nearly $40,000 for these ministry efforts. All told, our clients were able to help push NLC’s incredible ministry efforts months and even years into the future. Absolutely incredible! So, to everyone who volunteered and/or generously donated for this event, THANK YOU from the bottom of our hearts. We are completely blown away by your outpouring of generosity and selfless service. We'd also like to give a very special THANK YOU to our friends at the Dave Hooke Team at KW of Central PA, Kirbtech LLC, The Tuckey Companies, Rita’s Italian Ice & Frozen Custard of Carlisle, Firehouse Subs in Carlisle, Eric Hench Carpet, and 2Generations Embroidery & Silkscreening for your partnership for the event! We couldn't have done it without you! This event was such a powerful reminder of why we do what we do. Again, THANK YOU, THANK YOU. ::: #allaboutimpact #makeadifference #community #communityservice #extrememakeover
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+6
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LifeGuide Financial Advisors, LLC转发了
?? LifeGuide is HIRING! ?? We're currently looking to bring on a full-time Client Service Associate! This position works closely with our advisory teams to provide a uniquely amazing client experience, highly responsive service, and proactive communication. Day-to-day, the Client Service Associate will assist with scheduling, preparing for client meetings, following up on action items, and responding to client inquiries and requests. Learn more and apply on our website! Share with anyone you feel may be a good fit! #hiring #jobs #financialservicesjobs #financialservices #financialplanning #financialadvising #christiancompany #faithbasedjobs #faithbasedcompany #christianjobs
Client Service Associate - LifeGuide Financial Advisors
lifeguidefa.com
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?? LifeGuide is HIRING! ?? We're currently looking to bring on a full-time Client Service Associate! This position works closely with our advisory teams to provide a uniquely amazing client experience, highly responsive service, and proactive communication. Day-to-day, the Client Service Associate will assist with scheduling, preparing for client meetings, following up on action items, and responding to client inquiries and requests. Learn more and apply on our website! Share with anyone you feel may be a good fit! #hiring #jobs #financialservicesjobs #financialservices #financialplanning #financialadvising #christiancompany #faithbasedjobs #faithbasedcompany #christianjobs
Client Service Associate - LifeGuide Financial Advisors
lifeguidefa.com
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Last week, we had the opportunity to celebrate our annual Valentine's Day Luncheon to honor our widowed and single clients. We know how difficult holidays like Valentine's Day can be in the shadow of loss, so joining together for an afternoon filled with great food, fantastic company and conversation, and some lighthearted (yet HIGHLY competitive) games was incredibly encouraging. Thanks to everyone who came out. It's our honor to be on this journey with you! (And thank you, Brittany Knisely, for all your work to make this event what it was!) And yes, we are still cleaning marshmallows up off the floor! ??
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+6
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We’re always looking for high-character, high-capacity team members excited to join us on our mission to help families achieve financial peace, freedom, and eternal impact. If you're looking to do meaningful, Kingdom-focused work on a fun, "WE" focused team, take a look at our careers page! https://lnkd.in/eFzHCZtZ #financialplanning #financecareer #team #kingdomadvisors
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PSA FOR ALL COLLEGE STUDENTS: Don't settle when it comes to choosing an internship. Your time is valuable, and your internships should provide you REAL-WORLD experience that helps you develop, grow, and succeed as a professional. Oh, and they should be PAID. At LifeGuide, we say "no" to pencil pushing, coffee getting, and free labor. All of our Financial Planning Interns serve as integral members on our advisory teams and are given significant responsibilities to help their team serve clients and advance the LifeGuide business. Learn more about LifeGuide's Financial Planning Internship program: #weloveourinterns #internships #financialplanning #kingdomadvisors
Financial Planning Intern - LifeGuide Financial Advisors
lifeguidefa.com
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Everyone wins when advisors can have long, personal relationships with their clients. Which is one of the reasons why we embrace a TEAM-BASED model of financial advising! Our clients enjoy the benefits of greater perspective, advisor availability, and long-term continuity. And our advisors enjoy long-term rapport, dedicated team support, and a clearly defined path to progress in their careers. https://lnkd.in/dm6zKVt6 #financialplanning #financecareer #team #kingdomadvisors