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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 

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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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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