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 services 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 into practice our Motto of: Integrity, Trust and Service
We consider your total financial picture and your life circumstances.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
It sounds simple, but paying yourself first can really pay off.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?