Our Services

What we provide

01. Holistic Financial Planning

We work with you to create a comprehensive strategy that factors in your values, goals, and relationship with money. We equip our clients to be proactive instead of reactive when preparing for life events, both planned and unplanned.

02. Wealth Management

A consistent and intentional investment approach is often the key to reaching financial milestones. We create diversified portfolios designed to manage risk and meet your specific goals. We take an active approach to adjust to changes in the economy, or changes in your goals.

03. Retirement Planning

Everyone has a different outlook on what retirement means, but our goal is to help each of our clients reach and maintain financial independence. Our conversations go beyond traditional retirement concepts, to help you build a life full of purpose, both during and after your working years.

04. Tax Planning

Efficient tax planning is often the unsung hero in a successful retirement outcome, or an afterthought in a plan that falls short. The tax code is complex, but provides many opportunities if you know where to look, and how to apply it. We provide guidance to minimize your tax burden, both now and in the future.

Other planning items we address

  • Social Security is often one of the biggest financial decisions you will make during retirement. Taking time to analyze the options, and understand the pros and cons of claiming early vs. late is essential.

  • End of life conversations can be difficult, but having them can greatly increase the impact of the legacy you leave behind. Putting an estate plan in place can minimize the pitfalls of long-term care costs and taxes, while maximizing the blessing to your family, ministries, and non-profits.

  • We advise on strategies for tax-wise giving, to maximize the impact for the ministries and non-profits you want to bless.

  • We can review your existing insurance policies, and make recommendations if updates are needed.

  • We can design a plan to meet the rising cost of education, based on your goals to fund college for your kids or other family members.

  • We will review your income, expenses, and debt, and provide advice to ensure the short-term budget is working to meet your long-term goals.

  • Throughout the comprehensive planning process, other professional advice may be needed. We can provide introductions to trusted partners, such as attorneys, CPAs, lenders, and realtors.

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