Our Services

 Comprehensive Planning

  • Cash Flow Analysis & Budgeting
  • Retirement Accumulation & Income Distribution Analysis
  • College Funding Analysis
  • Life, Disability & Long Term Care Solutions
  • Social Security and Medicare Options
  • Roth Conversions
  • Estate, Legacy & Charitable Planning

  Investment Planning

  • Managed Accounts
  • Biblically Responsible Investing
  • Fixed indexed Annuities

We believe that understanding one's entire financial situation is fundamental to decision making. Our holistic approach yields action plans that are based on stewarding resources to create efficient household economies. We believe in making intentional decisions about protecting dependents, optimizing retirement and leaving a legacy that demonstrates your values. By using efficient strategies we are able to accomplish our clients’ financial goals effectively and minimize unnecessary investment risks.