What we do
A Complete Range of Financial Services
Each client has a unique financial situation - some may just be starting out, others may be in the mid-stream of their careers and others may be at retirement age - we develop a specific plan for each client - some are complicated and others fairly uncomplicated! We work toward helping our clients effectively manage their "Family Financial Affairs"
Whether it's next month's income or a goal that's still decades away, planning your financial future is one of your most important priorities. Your financial future depends, largely, on the decisions you make today. That's why it's so important to explore the benefits of financial planning and how it can potentially help you improve your financial future. Providing fee-based financial planning and investment management. We offer a one hour complimentary Financial Overview....
We develop a plan for our clients who:
- Want a complete review of their financial situation including:
- Retirement Planning and Scenarios - will I have enough money to last
- What-if scenarios as a client looks to their future
- 2nd opinion on current investment strategy
- Comprehensive Investment Portfolios and Strategies
- Estate Planning
- College Planning
- Written Recommendations
- Assistance with implementing recommendations
- Ongoing financial coaching
- Coordinated plan reviews
- Looking to develop a long-term relationship with a financial advisor
- Desiring to delegate the implementation of their investment management to a trusted advisor
Why consider working with us?
We believe that our Christian faith and our independence offer you the highest possible degree of quality and integrous service. We have no proprietary products we are not in the business of selling your products, we are fee-based and continually seek to identify the top financial opportunities in the marketplace.