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.