Plan for the Future

No one cares more about your money than Lifeguard Financial.

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Lifeguard Financial and Lonestar Wealth Management

At Lifeguard Financial and Lonestar Wealth Management, our mission is to empower individuals, families, and businesses to achieve financial independence, build lasting wealth, and leave a legacy driven by purpose and values. We believe that true wealth is not just about financial gain, but about creating a meaningful impact that resonates for generations.

Through a blend of innovative strategies and time-tested principles, we help our clients unlock their potential and build financial legacies that endure. Our team is committed to providing expert guidance, fostering financial literacy, and offering unwavering support to help you navigate your financial journey with confidence.

Service with integrity is at the core of everything we do. We aim to inspire trust, offer clear direction, and equip you with the knowledge to make informed decisions. Our goal is to turn your financial aspirations into reality while ensuring your decisions align with your values and vzszon.

As we grow rapidly in 2025 and beyond, we remain focused on our mission to create brighter, more secure futures for our clients and their families.

 

OUR COMMERCIAL

Empowering Women

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Income Planning

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Legacy
Planning

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Retirement Strategies

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Social Security

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Tax
Stratagies

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โ€œUnhappy with your service or returns? Contact us for a complimentary second opinion on your investments. Together, we will identify any mistakes and make improvements.โ€

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Generational Vault

It wasnโ€™t that long ago that managing your financial lives meant keeping track of dozens โ€“ if not hundreds โ€“ of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault โ€“ your virtual safety deposit box โ€“ is an easier way to keep track of all those vital documents.

Generational Vault never sleeps; itโ€™s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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