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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.

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

- John Wesley -

Video Resources 

<p>What to Do When You Lose Your Wallet</p>

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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<p>Suddenly Single: 3 Steps to Take Now</p>

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
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<p>The Facts About Income Tax</p>

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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