Our Services
What we offer
01. Holistic Financial Planning
We work with you to create a comprehensive strategy that factors in your values, goals, and relationship with money. We equip our clients to be proactive instead of reactive when preparing for life events, both planned and unplanned.
02. Wealth Management
A consistent and intentional investment approach is often the key to reaching financial milestones. We create diversified portfolios designed to manage risk and meet your specific goals. We take an active approach to adjust to changes in the economy, or changes in your goals.
03. Retirement Planning
Everyone has a different outlook on what retirement means, but our goal is to help each of our clients reach and maintain financial independence. Our conversations go beyond traditional retirement concepts, to help you build a life full of purpose, both during and after your working years.
04. Legacy Planning
End of life conversations can be difficult, and easy to put off, but having them can greatly increase the impact of the legacy you leave behind. Putting an estate plan in place can minimize the pitfalls of long-term care costs and taxes, while maximizing the blessing to your family, ministries, and non-profits.
Other areas of expertise
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We provide guidance to minimize your tax burden, both now and in the future.
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We advise on strategies for tax-wise giving, to maximize the impact for the ministries and non-profits you want to bless.
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We can review your existing insurance policies, and make recommendations if updates are needed.
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We can design a plan to meet the rising cost of education, based on your goals to fund college for your kids or other family members.
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We will review your income, expenses, and debt, and provide advice to ensure the short-term budget is working to meet your long-term goals.
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Throughout the comprehensive planning process, other professional advice may be needed. We can provide introductions to trusted partners, such as attorneys, CPAs, lenders, and realtors.