Our Services

We offer a wide variety of services to help our clients reach their financial goals, including:

Investment Management

  • Whether you are looking to save for retirement, fund a child or grandchild’s education, or save up the downpayment for a house, as the funding mechanism for any of those goals, a well designed and managed portfolio is a key ingredient to any successful financial plan.
  • After helping you define and clarify your financial goals, we work with you to design a broadly diversified portfolio that will put you on track to reach those goals.  We recognize that different goals require different portfolios, and one size does not fit all.

Retirement Income Planning

  • We can help you determine how much you need to retire comfortably and then help you make the most of your employer-sponsored retirement plans and IRAs to meet that goal.  We manage assets before and during retirement.  
  • We take a comprehensive look at your finances and help you design a plan to ensure you have enough income to maintain your dignity and independence in retirement.

Education Planning

  • Providing for your child or grandchild’s education is a noble goal.  The value of obtaining a college degree without a mountain of student loan debt cannot be overstated.
  • Whether the mechanism is a traditional 529 plan or maybe a Roth IRA or taxable account, we can help you give the gift of a paid for college education to your child or grandchild.

Insurance Planning

  • As comprehensive financial planners, we understand the value of preparing for the unexpected, along with mitigating known risks, through insurance.
  • We can help you evaluate your options in regard to term life insurance to ensure your loved ones are provided for should the unfortunate occur.

Estate Planning

  • This is a core part of any comprehensive financial plan.  Whether you have no documents in place or just need an update to your existing plan, we can help guide you in the right direction.

Biblically Based Advice and Investments

  • Integrating time-tested Biblical principles with regard to giving, saving and spending decisions.
  • Do your investments align with your values?  If not, let’s visit about Values-Based Investing.