Products and services. Aligned with your values and priorities.
In our office, we understand the solutions that fit you are as unique as you are. We will work patiently and listen to you to discover who you are, why you are and what your goals and dreams are. Together we will craft a working plan that, incorporating what we have learned and will experience along the way and your Christian values, will provide clear financial guidance and a pathway for your future. Now, we know that the future harbors a lot of uncertainty. That’s why we will revisit this plan often to ensure that the direction it is taking you is still valid. Then, if we need to, we will adjust. All the while, we will be looking for ways to practice generosity, giving back in ways that are important to you and giving all the glory to God who is in heaven!
Call us today to get started! We will explore the full range of opportunities your money can bring. You will receive the highest quality of service and resources available. I look forward to working with you!
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
