Broker Check

Services

We are committed to your family's financial future

 What we do for you, your family, and your church:

  • Cash Flow Planning
  • Retirement Planning
  • Asset Transfer Planning
  • Debt Reduction Planning
  • Long Term Care Planning
  • Education Savings Planning
  • Biblical Stewardship Seminars
  • Creative Giving Strategies
  • Goal Attainment Planner
  • Free Moral Investments Audit
  • Referrals for legal services
  • Referrals for tax prep. services
  • Referrals for banking services

IRAs, Roth IRAs, SEP IRAs, 403(b), 401(k), tax deferred fixed annuities, tax-deferred variable annuities, mutual funds, UTMA, Trust Custodial Accounts, 529 Plans, Coverdell Education Savings Accounts (ESA), Health and Life Insurance, Disability Insurance, Long Term Care, Medicare Supplement, Health Savings Accounts

Our focus is Biblically responsible investing.  Many people don't realize there are companies that can help you honor your moral convictions through your investment strategies.  We want to educate you on how to find them.  We work with the following companies and organizations that employ Biblical business practices:

If this is important to you, give us a call at 814-692-4034 or email at [email protected].  We look forward to hearing from you.