WELCOME TO LIFEWAY FINANCIAL CORPORATION

In a world of overwhelming information, where the personal application of knowledge and wisdom are lost, the objective advice of experienced and supportive people makes all the difference.

Meaningful change occurs when goals and interests are clear and the commitment to action is strong. By creating a safe environment where clients can learn, think, evaluate, process, and commit to action, we make a difference.

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We provide financial planning and investment management services to individuals and family groups on a personal, fee-only basis.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Hello There.

Meet Our Team

Lacey Garcia

Lacey Garcia CFP®CDFA

Chief Compliance Officer / Director of Operations

Trey Touchstone

Trey Touchstone, CFA, CQF

Vice President / Director of Investment Management

Dallas McKee

Dallas McKee, CFP®

Vice President / Director of Financial Planning

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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