We ask. We listen. We manage solutions.

Would you ... like help to preserve your financial future to use your God-given talents, passions and resources to live your life, while leaving a lasting legacy?

We work with successful new retirees seeking to balance the desire to maximize their life style with the need to preserve their capital for longevity and legacy purposes.

Are you concerned about:

  • Outliving your money?
  • Parent care issues?
  • Outdated or insufficient estate plan?
  • Staying on top of your investments?

Our clients know we are true to our purpose of freeing them to realize their God given potential.

Join Our Team

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.