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.
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Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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The tax rules governing profits you realize from the sale of your home have changed in recent years.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Is a SEP-IRA Right for Your Business?
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Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Surprises
Making the most of surprises is a great reason to work with us.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?