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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 

Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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