Services

Initial Consultation

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

Ready to Get Started?

Request a Meeting

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

Insurance

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.

Financial Advice

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.

Flat fee

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.