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Families & Individuals

Families & Individuals

As a Faith based advisors, our primary belief is that God is the ultimate owner of all resources and we are called to be faithful stewards or managers of those resources. We seek to assist families and individuals, by applying biblical knowledge in their financial decisions and practices.

Once we decide on the most effective way forward, we help execute the plan every step of the way. Our job is to help you remain on course, which includes monitoring your plan and portfolio, making adjustments and rebalancing as necessary, thus giving you greater financial confidence of mind. 

Business Owners

Business Owners

We have a deep understanding of the unique financial position that business owners occupy, as well as the often disregarded opportunities that come with it. Additionally, we recognize how their actions can significantly impact their workforce, an aspect that many owners tend to overlook.

Referring to 1 Timothy 5:18, which emphasizes the importance of fair compensation for workers, we uphold the belief in prudent resource management and fostering equal opportunities for financial growth.

Our unwavering dedication lies in assisting you in navigating these responsibilities by pinpointing commonly neglected opportunities that not only benefit your personal finances as an owner but also enhance the well-being of your employees. Through collaboration, we can craft strategies rooted in biblical principles to ensure shared financial prosperity between you and your esteemed team members.

Trusts and 401K Plan Sponsors

Trusts and 401K Plan Sponsors

As an Investment Advisor Representative (IAR) I am a fiduciary and thus positioned to help trustees and retirement plan sponsors meet their fiduciary obligations. In addition, our entire investment philosophy is tailored to meet the “prudent man” rule which requires avoiding speculative investments through such means as low cost and indexed investment options and broad diversification.

By providing a fiduciary-based service model that focuses on transparency and simplicity, we give  trustees and plan sponsors confidence that their plan is being managed in the most effective way possible to ensure the best outcomes for plan participants.


*Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.


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