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.