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Life is about more than just your money.
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We are builders and stewards of multi-generational wealth.
Builders
We take your dreams and desires and commit them to your plan.
This plan gives you the basis upon which to continue to act.
Stewards
We help you stay on track and avoid mistakes.
We oversee, clearly communicate, and help keep you accountable.
Multi-Generational Wealth
Money that does not last, is not wealth.
What We Do
Investment Management
The market is full of noise. We help you focus and make sound investments to support your plans.
Retirement Planning
Retirement may seem a long way off, but it’s never too soon to begin saving. Let us talk you through the available options.
College Funding
College gets more expensive every year. We’ll help you plan and save for your children’s future.
Estate Planning
Let’s build bridges, not fences. A well-organized estate creates legacy and prepares the next steward.
Tax Planning
We recognize that taxes are an indication of God’s provision in your life. Yet our goal is to be a good steward by minimizing what you legally owe and directing the saving in more productive ways. We always aim to work directly with your accountant to create a tax strategy best suited for you.
Charitable Giving
Giving is the life blood of living. The world of the generous gets larger and larger and the world of the stingy gets smaller and smaller. We can design a plan to help you support the charity or cause of your choice.