Faith
We want to help you remove the financial obstacles/stress making it harder for you to live a ministry driven life.
Faith
We want to help you remove the financial obstacles/stress making it harder for you to live a ministry driven life.
Family
We know families with young kids are just starting out, and we want to help you even if you don’t have a lot to invest.
Family
We know families with young kids are just starting out, and we want to help you even if you don’t have a lot to invest.
Fiduciary
As a fiductiary we are required by law to allways give you the advice that is best for you. Not just good advice, but the best.
Fiduciary
As a fiductiary we are required by law to allways give you the advice that is best for you. Not just good advice, but the best.
OUR PROCESS
Learn From Our Experts
How To Get The Most Out of Your 401k: What is a 401k?
Part 1 of our 401K series will help you better understand what your 401k is compared to an IRA, 403b, and other retirement accounts. […]
How bad is inflation? The real question is how bad could it have been?
Inflation is hitting us all hard. Believe it or not, it may not be as bad as it could be. Learn about what has been “helping” keep inflation down. […]
What Type of Student Do You Have?
Not all students are the same. Some students have fantastic greats, some don’t. Some students have a lot of financial resources, some don’t. Knowing where you student falls on this spectrum will help you know what schools will offer the [...]
How We Can Help
Financial Planning
Financial Planning is a collaborative process that helps you reach your life goals by maximizing your financial resources.
Retirement Planning
We will help you determine how much retirement income you need and how to grow a nestegg to fulfill that need.
College Planning
We will work with you to create a plan to pay for every dollar of your childrens college eductation.
Student Loans
Student loans are not like any other type of debt. Creating a plan that is specific to the legal and tax differences of student loans can save you thousands of dollars. We can help you create a plan that will maximize the benefits that come with your student loans.
Investment Management
We will help you create an investment policy statement that will guide your investing while coaching you to make logical decisions in the midst of highly emotional markets.
Cashflow Management
No one likes to budget, but controling your finances is essencial to allowing you to live a meaningful life. We can help you set up a simple and automatic cashflow system that will help you be in control of your money.