Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals through a custom-tailored financial plan based on individual needs and objectives. We provide personal financial and retirement planning, clergy-specific tax-advantaged strategies, and customized wealth management strategies. We also focus on helping non-profit organizations, such as churches and other ministries, with meeting their financial needs and future goals.

Our comprehensive financial services include:

  • Biblically responsible investment planning
  • Portfolio/investment review
  • Retirement planning
  • Tax-advantaged investments
  • Review of employee benefits
  • Qualified retirement plan analysis and recommendations
  • 403 (b) retirement plans for churches and ministers
  • Wealth management/legacy planning strategies
  • Insurance coverage review and needs analysis
  • Estate planning strategies

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.