Individuals and Businesses
Our Mission
We help individuals strengthen their stewardship of personal wealth through biblically-based financial planning, ethically responsible investment and insurance advice, and purposeful legacy planning.
Our Process
We use a five-step holistic process in serving our clients:
Discover - we meet with you to help discover your needs
Analysis - we perform the necessary analysis to make a proper recommendation
Present Solutions - we use the information we gathered to present a relevant solution
Implement Solutions - after prayerful consideration, with your approval, we implement the solution
Monitor - our financial professionals will monitor progress toward your objectives, and, when appropriate, make alternative recommendations
Products and Services
Retirement Planning
We all want to be able to comfortably retire when we are ready. Let us help you put together a financial roadmap that helps you meet your goals and retire on your terms.
College Funding
We can help you understand the needs of your family, educate you about the necessary steps for funding your child’s education, and implement a solution to meet your needs.
Insurance Planning
Concerned about what happens if something happens to you unexpectedly? We can help you better understand your needs and find the right insurance solution for you and your family.
Inheritance Planning
As Christians, we strive to leave a legacy that is God-honoring and kingdom-building. Let us help you develop and implement a legacy gifting plan that will have an impact today, tomorrow, and into the future.
Tax Planning
No one likes paying more taxes than necessary. We help you implement all the elements of your financial plan in a tax-efficient manner.
