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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Emerging Market Opportunities
What are your options for investing in emerging markets?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
It's important to understand how inflation is reported and how it can affect investments.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Do your insurance needs stay the same when the nest empties?
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What if instead of buying that vacation home, you invested the money?
Smart investors take the time to separate emotion from fact.
Making the most of surprises is a great reason to work with us.
Pundits say a lot of things about the markets. Let's see if you can keep up.