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Mission Statement

Mission Statement

To shape a strategic and holistic approach to a healthy financial future by aligning tax and financial needs by crafting unique strategies and processes based on each client’s needs.


To provide tax and financial guidance in a friendly environment to individuals and small businesses while creating personalized financial success in an affordable manner. LifeCycle Tax and Wealth Management believes in a unique, proactive approach to attaining each client’s personalized objectives. LifeCycle Tax and Wealth Management helps clients achieve goals by being honest, transparent, competitive, strategic, and family oriented as well as committing to the system provided by the firm.

At LifeCycle Tax and Wealth Management, we have the client—and only the client—in mind.

We pride ourselves on getting to know and understand the client's needs, wants, and long-term goals. We want to help the client develop, implement, and monitor a strategy that’s designed to address their individual situation.

We understand the challenges families face today.

From tax to managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help the client pursue their goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach connecting tax planning to investing* and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

*These services offered by Justin Gates through his affiliation with Avantax Investment ServicesSM