Financial Planning

We provide comprehensive financial planning services. Whether you started your first job or you have been retired for 10+ years, we have the expertise to partner with you in your journey to financial freedom.

“‘Well done, good and faithful servant. You have been faithful over a little; I will set you over much. Enter into the joy of your master.’”

Matthew 25:23

Retirement Planning

Retirement looks different for everyone. Whether you plan to volunteer or have an encore career, we partner with you to prepare for this season to be full of generosity.

“The wise store up choice food and olive oil, but fools gulp theirs down.”

Proverbs 21:20

College Funding

Children are the future. It’s important to plan for their future in a way that’s going to be a blessing to their life and your life. Whether your goal is saving for college education, a trade school, or a down payment for a home, we partner with you to help develop a prudent goal and pick efficient tools and investments to meet your goal.

“Suppose one of you wants to build a tower. Won’t you first sit down and estimate the cost to see if you have enough money to complete it?”

Luke 14:28

Legacy Planning

Will your nest egg be able to leave a legacy that surpasses your life? Whether your near retirement or in it, it’s important to have a plan on how your savings can be a blessing to your child and your children’s children.

“A wise man or woman leaves an inheritance to their children’s children.”

Proverbs 13:22

Tax Advantage Planning

No one likes paying Uncle Sam more than he should get. We partner with you to use the most tax efficient vehicles to meet your financial goals.

“Render to Caesar the things that are Caesar’s, and to God the things that are God’s”

Mark 12:17

Charitable Giving

Passionate about a specific charity or cause? We partner with you to be a blessing to the ministries that God has put on your heart while minimizing taxes to both parties.

“Command them to do good, to be rich in good deeds, and to be generous and willing to share.”

1 Timothy 6:18