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How can we serve you on your journey to financial freedom?

Want to pursue lifelong dreams while supporting people and causes you care about? With our guidance, you can get there.


Driven by your goals and values, we'll draw on our industry expertise and the Lord to help you map out a path to a more secure financial future.


Let us come beside you today serving you and educating you so you can feel secure in your future. Tell us where you're at today.


We have two locations you can choose from: our Sarasota County office or our Charlotte County office. Call for an appointment today at 941-402-1586 and speak with Faith to see which office is best for you.


"Do not neglect to do good and to share what you have, for such sacrifices are pleasing to God."

Hebrews 13:16 ESV

SmartVestor Pro

I am a Ramsey SmartVestor Pro and am honored to be part of their network of financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. To join the SmartVestor program, financial professionals must meet the SmartVestor program requirements, and pay an enrollment fee that depends on the area served, plus a fixed monthly fee.


Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Sarasota Office

Phone:
941-685-1868

Hours

By Appointment Only -

call Faith 941-402-1586

Port Charlotte

Phone:
941-685-1868

Hours

By Appointment Only -
call Faith 941-402-1586