Comprehensive Services for Income Planning and Retirement
Aligning your finances with your faith and your future.
Aligning your finances with your faith and your future.
We work with pre‑retirees, retirees, and families who want their finances to reflect their faith.
INVESTING
Build wealth with integrity through objective, faith-aligned investment strategies that put your interests first.
• Fiduciary guidance ensures no commission conflicts.
• Tailored portfolios designed to match your spiritual values.
• Over 30 years of expertise helping families build wealth with honor.
FINANCIAL PLANNING
Receive holistic, values-based consulting designed to align your financial structure with your deepest convictions.
• Expert guidance on retirement plans including 401(k) and Simple IRAs.
• Custom consulting for individuals and mission-driven nonprofits.
• Integrated planning to protect your family and organization.
LEGACY PLANNING
Ensure your values live on by creating a clear, thoughtful legacy that preserves family harmony for generations.
• Collaborative planning with CPAs and Attorneys to synchronize goals.
• Personalized strategies reflecting moral and spiritual principles.
• Guidance on estate preservation to minimize conflict.
INVESTMENT MANAGEMENT
Maximize your after-tax income with disciplined, professional management focused on long-term wealth protection and transfer.
• Customized asset allocation models built for your evolving needs.
• Strategic focus on tax efficiency for generational wealth.
• Efficient growth strategies to navigate complex markets.
RETIREMENT PLANNING
Transition from saving to spending with a retirement income strategy designed for lifetime security and peace of mind.
• Specialized management through accumulation and preservation.
• Strategic use of tax-advantaged vehicles like IRAs and 401(k)s.
• Mindset-shifting guidance for reliable, lasting income.