Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Gaining a better understanding of municipal bonds makes more sense than ever.
Lifestyle considerations in creating your retirement portfolio.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know these three personal finance sayings?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.