HELPING YOU BE WISE WITH MONEY
Welcome! We look forward to establishing and maintaining an ongoing financial relationship with you for many years to come. We specialize in helping Christians be more content and confident in the areas of : • Retirement income planning (social security and pension optimization) • Accumulation and distribution for retirement or college needs • Investment management • Protecting loved ones against the impact of extended care, death, and disability • Charitable giving (lifetime or at death) • College planning • Tax and estate strategies
We have access to multiple sites to meet you in person or can meet virtually from the comfort of your home or office.