OUR SERVICES

We specialize in investment strategy, retirement planning, IRA rollovers and lump sum investments. The personalized and unique quality of service that we offer our clients sets us apart from other financial firms. With our dedication to bringing honesty and integrity to each client’s portfolio, our entire staff is committed to providing long-term relationships with exceptional service.

COMPREHENSIVE FINANCIALSTRATEGIES & TOOLS

  • Life Insurance
  • Investment Strategy
  • Asset Allocation
  • Variable Annuities
  • Mutual Funds
  • Portfolio Analysis
  • Estate Planning
  • Social Security Planning Strategies
  • Long-Term Care

RETIREMENT PLANNING

  • Income Replacement
  • Projection of Lump Sum/Cash Balance
  • Understanding 401(k) Choices
  • Retirement Plan Options at Age 55
  • Review of 72(t) Options

Our Clients are retirees, business owners, medical and professional service providers, executives, surviving spouses, and other individuals who would benefit from our wealth management. 

Our typical clients are:

  • Morally and ethically grounded.
  • Looking for a long-term relationship with a trustworthy advisor with strong moral and ethical principles, providing wise counsel.
  • Seek an advisor capable of assessing their financial position and providing a personalized comprehensive approach to managing their wealth.
  • Want an advisor who actively works with their other trusted advisors to ensure a coordinated approach to wealth management.
  • Desire to work with a CERTIFIED FINANCIAL PLANNER™ professional.
  • Are inclined to honor God with a stewardship approach to managing wealth.

We are not a fit if:

  • You are looking for discount investment management. We are not a discount provider. We offer a broad scope of premium services at a fair value.
  • You like to ‘time’ or speculate in the market. We work with clients who like to invest not speculate. Our clients appreciate the importance of asset allocation, diversification, and extended time horizons to pursue success with their financial plan.
  • You prefer commissions rather than fees. Our clients prefer to work with us on a fee only, or a fee for assets under management basis. (Understandably, there are occasional circumstances where commissionable services are necessary and are provided. However, this is not the norm.)
  • You are not interested in a moral or ‘principled’ approach to wealth management. Our clients typically understand and hold core moral and ethical values similar to ours and desire those values to be included in the management of their wealth.