Products and services. Aligned with your priorities.
When you work with our team, you will have an entire team of professionals focusing on what is important to you. Our range of expertise and life experiences makes us an ideal partner for Christians looking for an ongoing advice-based relationship. Our team focuses on:
• Financial advice that evolves as your needs change
• Making a positive impact on our clients’ financial picture
• Supporting those we serve in areas they are passionate about
• Acting with excellence in everything we do
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.
