“No part of a person’s financial situation is unrelated to the whole.” – Larry Burkett, American author and radio personality
We help you lead a God-pleasing life by…
…helping to bring order to YOUR financial situation
COMPLETE FINANCIAL PLAN
We believe in the importance of looking at all areas of your family’s finances. Our Complete Financial Plan addresses the many components of your personal situation in a way that makes necessary financial decisions clear.
…solving YOUR unique problems
FOCUSED FINANCIAL PLANNING
When a complete financial plan is more than you need, we provide an abbreviated Focused Financial Plan, addressing your specific questions, and pointing you in the direction best suited to your financial needs.
…guiding you along the way
Independent studies, as well as our years of professional experience, show it to be preferable to employ third-party guidance in managing your money. Our investment approach entails:
- Consideration of current market conditions
- Your personal financial situation
- Liquidity (i.e. access to your funds when needed)
- Low expenses
Download Our Service Offerings to learn about all of our services in detail.