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
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.
Inflation & Retirement See how inflation over time could affect the purchasing power of your retirement income.
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.
06/11/2026
Can group and private disability policies work together?
Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
06/09/2026
What steps might help you sustain and grow your retirement savings? This piece explores them.
Managing the Risk of Outliving Your Money Steps to help you sustain and grow your retirement savings.
06/04/2026
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
Value vs. Growth Investing Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
06/02/2026
A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.
Separating the Signal From the Noise A good professional provides important guidance and insight through the years.
05/28/2026
Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
Conquering Retirement Challenges for Women Looking ahead can help you conquer these unique obstacles.
05/26/2026
Is there a role for both active and passive investments in your portfolio?
The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
05/21/2026
Do your kids have the right stuff for college?
Countdown to College Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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.
How Long Will Your Money Last? See how long a lump sum of savings could last based on your withdrawal rate and return.
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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 |