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.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Four vacation destinations you might never have thought of.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
If you find it hard to attain personal life goals, there’s an app for that!
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
With alternative investments, it’s critical to sort through the complexity.
What does your home really cost?
Learn how to harness the power of compound interest for your investments.
When should you take your Social Security benefit?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.