Guiding Life Financial Group at LPL Financial

Guiding Life Financial Group at LPL Financial We help guide individuals and families toward pursuing their long-term financial goals by creating personalized financial plans based on real objectives.

As LPL Financial advisors, our goals are simple: to know our clients well, to treat them with respect and to measure my success by their success. To pursue those goals, we develop financial plans tailored specifically to the individual needs of each of my clients. We value long-lasting client relationships, and advise our clients through every stage of their financial journey.
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Securities and 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.

Quick reminder: beneficiary designations on your retirement accounts and life insurance policies override what's in your...
05/28/2026

Quick reminder: beneficiary designations on your retirement accounts and life insurance policies override what's in your will.

If they're outdated, blank, or list someone you're no longer in contact with, your intentions won't matter. Take 10 minutes this week to review them. Life changes, and your designations should too.

We're almost halfway through 2026. If you're a business owner, now's the time to review Q2 numbers, check your estimated...
05/27/2026

We're almost halfway through 2026. If you're a business owner, now's the time to review Q2 numbers, check your estimated tax payments, and make sure you're on track for the year.

What's one financial task you've been putting off? This week, do it.

Today, we remember those who gave their lives in service to our country. Take a moment today to honor their memory.
05/25/2026

Today, we remember those who gave their lives in service to our country. Take a moment today to honor their memory.

This month, schedule a check-in with your financial advisor. If you don't have one, find someone you trust.
05/22/2026

This month, schedule a check-in with your financial advisor. If you don't have one, find someone you trust.

Summer spending looks different with camps, travel, and family gatherings. Before you say yes to everything, pause and a...
05/21/2026

Summer spending looks different with camps, travel, and family gatherings. Before you say yes to everything, pause and ask: Does this align with my values?
Make this the first summer that you're intentional about your seasonal spending habits.

Two-thirds of Americans don't have a will. That means most people are leaving major decisions up to the state.Your legac...
05/20/2026

Two-thirds of Americans don't have a will. That means most people are leaving major decisions up to the state.

Your legacy isn't just the assets you leave behind. It's the values you pass down, the conversations you have, and the example you set for handling money and responsibility.
Read our latest blog about intentional estate planning: https://www.guidinglifefg.com/blog/planning-an-intentional-legacy

Life changes, and your financial plan should change with it.Schedule regular reviews throughout the year and after major...
05/14/2026

Life changes, and your financial plan should change with it.
Schedule regular reviews throughout the year and after major life events (new job, marriage, move, family changes). Staying proactive keeps you aligned with your long-term goals.

When's the last time you reviewed your plan?

"I'm stressed about money" is too big to tackle.Get specific: "I'm worried I won't have enough saved by retirement" or "...
05/12/2026

"I'm stressed about money" is too big to tackle.
Get specific: "I'm worried I won't have enough saved by retirement" or "I'm concerned about what happens to my assets if something happens to me."

Once you name it, you can actually do something about it.
What's one financial concern that's been weighing on you?

Read more on moving from worry to action: https://www.guidinglifefg.com/blog/dealing-with-financial-anxiety-anxiety-vs-action

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To all the mothers building futures, managing households, making tough financial decisions, and showing up for their fam...
05/10/2026

To all the mothers building futures, managing households, making tough financial decisions, and showing up for their families every single day... we celebrate you!
Happy Mother's Day from the Guiding Life family. 💐

What an inspiring afternoon! The Guiding Life team attended the Xi Lambda Educational Foundation's 2026 William R. Taylo...
05/08/2026

What an inspiring afternoon! The Guiding Life team attended the Xi Lambda Educational Foundation's 2026 William R. Taylor Scholarship Showcase and Fashion Show, celebrating their incredible Scholars.

We're honored to support an organization dedicated to empowering Black scholars and investing in the next generation of leaders. Events like these remind us why community matters and why supporting education is one of the most meaningful investments we can make.

Congratulations to all the scholars. Your future is bright! ✨

Address

4801 Southwick Drive, Suite 100
Matteson, IL
60443

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 12:30pm

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