Services

Planning
Partner with an experienced, knowledgeable Certified Financial Planner™ Professional committed to putting your best interests first — so you can be confident you’re on the path to a secure future.

Divorce Analyst
“Un-coupling” a marital estate is full of financial complexity, which requires a Certified Divorce Financial Analyst® Professional to determine the path best suited for each person's particular financial circumstances.

Kingdom Advisor
"Do not be unequally yoked" (2 Corinthians 6:14). Partner with a Certified Kingdom Advisor® trained advisor who focuses on Biblically-based financial wisdom so you can confidently navigate financial decisions as a faithful steward.

Investment Advisory
We create strategies tailored to meet your needs and goals. We look for ways to reduce risk without compromising returns using a broad range of investments and strategies.

Insurance Shopping
One of the best services we provide is the ability to shop anonymously for you and to gather the rates and information from top-name insurance carriers.

Ministry
Join us as we journey together--equipping you with Biblical wisdom and encouragement to reach your God-given goals, dreams, visions, and calling implanted in you.

Mortgage Shopping
As a mortgage broker, we provide the ability to shop anonymously for you.