If you’ve never worked with us before, this is the place to start. Call us today to schedule a free, relaxed meeting. You’ll get to know our team of advisors, and they’ll hear your story and learn about you to see if our team is a good fit.
Investments and Wealth Management
- Risk & Goals-based investment allocation
- Passive & Active investment strategies
- Biblically responsible investments
- Responsible Environmental, Social, and Governance investments
Retirement Income Planning Design
As you near your retirement, are the pieces of your puzzle coming together? We help you see your financial roadmap and where you are on your journey.
- Map out your retirement lifestyle plan.
- Gather the pieces for your monthly paycheck plan: Social Security, retirement accounts, pensions, and investment income.
- Legacy and gift planning
Life’s uncertainties cannot be eliminated, but they can certainly be managed.
- Protect your family with life and disability insurance.
- Prepare for long-term care needs as you get older.
Modular Financial Planning: Pick a topic: Getting started; Social Security; College Planning, Getting Married, Financial planning for life changes:
Two strategy sessions:
- Fact-finding, gather data
- Deliver an action plan.
Basic Fee-Only financial plan: If you’re seeking objective advice on your investments, we can help. If you want to make sure you’re on the right track, or if you just want a second opinion, we offer fee-only planning to make sure you’re on the right track.
- Annual strategy sessions with your advisor
- Goals identification, financial planning, and accountability
- 401(k), IRA, and investment account allocation advice
Premier Financial Plan: Do you ever wish you could get your complex financial picture onto one piece of paper? We offer an intensive planning process to help get you there.
- Quarterly strategy sessions with your advisor, if desired
- Full goals-based financial planning & monitoring
- All aspects of planning services are included.
- Gifting: Each year you can gift our modular planning to someone in your life.