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INVEST IN WHAT YOU BELIEVE IN: FAITHFAMILYPHILANTHROPY.

Our Process

The most important step in our process is getting to know you deeply.

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Our Team Values

Faith. Family. Philanthropy. These values guide everything we do.

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Our Services

We have been blessed to serve others by creating impactful financial plans for over 30 years.

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Service Centered

Service Centered

We believe that the right financial plan can allow you to live comfortably and leave a legacy for your family and the causes you believe in. Join us in our mission to create impactful legacies of service to our families and through intentional philanthropy.

"EARN ALL YOU CAN, SAVE ALL YOU CAN, GIVE ALL YOU CAN"

- John Wesley -

Video Resources 

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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