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Our Services

Our approach is based on principles of biblical wisdom to address each client’s financial needs and future goals, and their strategic use of time, talent, and treasure. This is the heart of faith-based planning.

All the advice that we provide flows from a biblical worldview: God owns it all, and that we are called to be good stewards -- or managers -- of whatever resources are entrusted to us. Psalm 24:1-2 says, "The earth is the LORD's, and everything in it, the world, and all who live in it; for he founded it on the seas and established it on the waters." (NIV) For the faith-driven steward, planning from a biblical perspective helps align faith and financial strategy by translating those values into specific goals.

Legacy Roadmap

Faith-Based Investing Strategies

Half-time Planning

Retirement Spending Analysis

Social Security Benefits Analysis

Return on Life Planning

Required Minimum Distribution Planning

Advanced Strategies for Generosity

End of Life Planning Guide

Wealth Transfer Process

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