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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Contact Us

  • Address: 5029 La Mart Dr Ste F, Riverside, CA 92507

  • Phone: Cell: (951) 852-2712

  • Email: brian.bettey@lpl.com

Disclosure

Licensed for Life Insurance & Burial Planning, Fixed Indexed & Income Annuities, Asset Management, Long Term Care Insurance, Medicare plans & Group and Individual Family Health Care including Covered California and Off Exchange plans, Charitable Gift Giving, Critical Illness & Disability Insurance.

Licensed in California, Arizona. Nevada. Tennessee, Rhode Island and Washington.

FINRA is located at www.finra.org.

© 2026 VSA, L.P.

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