Individuals and Businesses

Our Mission

We help individuals and businesses strengthen their stewardship of wealth resources through biblically-based financial planning, ethically responsible investment and insurance advice, and purposeful inheritance and legacy planning.

Our Process

We use a five-step holistic process in serving our clients:

  1. Discover - we listen to you in an effort to discover your needs and wants

  2. Analysis - we analyze your needs, wants, and resources to develop a range of strategies to achieve your goals 

  3. Present Solutions - Based upon thorough due diligence performed on your unique circumstance, we present appropriate solutions to achieve your objectives

  4. Implement Solutions - after prayerful consideration, with your approval, we implement the solutions on your behalf

  5. Monitor - our financial professionals will work alongside you to monitor progress toward your objectives, and, when appropriate, make adjustments

Our Solutions

Retirement Planning

Let us help you develop a financial roadmap that leads you, your company, and your employees to your respective retirement goals.

Distribution Planning

Now that your nest egg is built, what are the best strategies to maximize your income stream to ensure that you don’t outlive your retirement funds? Let us help you utilize specific investments with features that protect your ongoing income streams.

College Funding

After exploring the future needs of your family, we can provide education about steps you can take for funding your child’s education, and help you implement a solution to meet those needs.

Insurance Planning

Are you concerned about something happening to you unexpectedly? We can guide you toward an insurance solution that is right for you and your family. If you are a business owner, we can also help you protect your family members and employees with properly structured key person and buy-sell agreements.

Inheritance Planning

As Christians, we strive to leave a legacy that is God-honoring and kingdom-building. Let us assist you in developing and implementing a legacy gifting plan that will have an impact today, tomorrow, and into the future.


Tax Planning

No one likes paying more taxes than necessary! We help you implement all the elements of your financial plan in a tax-efficient manner.