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Our Services


 

Financial planning services for the Christian investor

 

To help you on your journey of finding out if our Christian advising services align with your needs and expectations, please click on the topics below.  We offer financial guidance in many different areas and would be happy to discuss your situation.

 

FINANCIAL PLANNING - Helping our clients be good stewards of their finances with an eye towards preserving a secure future.

 

INVESTMENT MANAGEMENT - Providing focus and expertise with a Biblical perspective to help individuals and their families achieve their investment goals.

 

RETIREMENT PLANNING - Preparing for retirement and lifelong security by providing solutions using solid investment and saving strategies that align with the principles of the Bible.

 

CHARITABLE GIVING - Guidance for clients seeking better ways to give to their church and charities that are both fulfill Christian charitable giving and provide greater tax relief.

 

Start today on your financial plan. Email us with your questions or call us toll free 877-252-3940 / Local 970-249-9900.