Thank you for taking the time to get to know more about our firm. If you are considering working with a firm that is committed to Integrity, Trust, Service and strong Christian values then you have come to the right place. We are an independent financial planning and wealth management firm, and a member of the Kingdom Advisors.
Our goal as we work with our clients:
- To deliver confidence across generational lines to families, entrepreneurs and small businesses as we work with them in these challenging times
- Provide a personalized quality of investment and advisory services that go well beyond what most banks, investment firms, and retail brokerage houses can offer
- To put your interests first....We are independent of any Brokerage House, Insurance Company, or Mutual Fund Company - we are a fee-only based firm.
- To put into practice our Motto of: Integrity, Trust and Service
We consider your total financial picture and your life circumstances.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
If you find it hard to attain personal life goals, there’s an app for that!
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?
Are Real Estate Investment Trusts right for your portfolio?
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.