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Services

Our focus is Biblically responsible investing. Our commitment is to your family's financial future.  Many people don't realize there are companies that can help you align your investment strategies with your moral convictions.  We want to educate you on how to find them. Below, see some of the services we can provide for you, your family, your friends, your church, your business, and anyone else you can think of:

                   Planning

We can help you form strategies that are tailored to your needs and goals with:

  • Asset Transfer Planning,
  • Budget Planning
  • Cash Flow Planning,
  • Debt Reduction Planning,
  • Education Savings Planning,
  • Income Replacement Planning
  • Long Term Care Planning,
  • Retirement Planning,
  • Creative Giving Strategies,
  • Goal Attainment Planners,
  • and more!





   "The plans of the diligent lead surely
       to abundance, but everyone
who
        is hasty comes only to poverty."
                   ~ Proverbs 21:5
 

         Qualified Accounts
             (Tax-deferred)

We can help you set up any number of Tax-Deferred, Government Qualified Accounts and Retirement Accounts, including the following:

  • Individual Retirement Accounts (IRAs),
  • Simplified Employee Pension IRAs (SEP IRAs),
  • Roth IRAs,
  • Savings Incentive Match PLans for Employees IRAs (SIMPLE IRAs);
  • 401(k) Plans,
  • 403(b) Plans,
  • 457 Plans,
  • Defined Benefit Plans (with Third Party Admin),
  • Defined Contribution Plans (with Third Party Admin),
  • Qualified Fixed/Variable Annuities,
  • Qualified Long-Term Care (LTC) Plans,
  • and more!

      Non-Qualified Accounts
           (Not Tax-Deferred)

We can help you set up any number of Government Non-Qualified (no Tax-Deferment) Accounts and Joint Accounts, including the following:

  • Mutual Fund Accounts,
  • Individual Accounts,
  • Individual with Transfer On Death (TOD) Accounts,
  • Joint Tenants With Right Of Survivorship (JTWROS) Accounts,
  • Non-Qualified Fixed Annuities,
  • Non-Qualified Variable Annuities, 
  • Non-Qualified Long-Term Care (LTC) Plans,
  • and more!



           "...guard the good deposit 
                   entrusted to you."
            ~ 2 Timothy 1:14 (excerpt)

        Custodial Accounts

We can help you take care of your children and young dependents using various savings accounts, including the following:

  • Uniform Transfer to Minors Act (UTMA) Accounts,
  • Uniform Gift to Minors Act (UGMA) Accounts,
  • 529 Plans,
  • Coverdell Educational Savings Account (ESA),
  • and more!




   "A good man leaves an inheritance to
  his children's children, but the sinner's
      wealth is laid up for the righteous."
                 ~ Proverbs 13:22
 

                  Insurance

We can help you get* insurance coverage in the following forms:

  • Health and Life Insurance,
  • Disability Insurance,
  • Income Replacement Insurance,
  • Long Term Care, and
  • Medicare Supplements


(*Disclaimer: We cannot guarantee coverage, but we will certainly try to help you get it!)


 

       "The heart of man plans his way,
      but the Lord establishes his steps."
                  ~ Proverbs 16:9 

        Activities & Referrals

We offer the following to enable you to get the help you need to accomplish your financial goals:

  • Biblical Stewardship Seminars,
  • Free Moral Investments Audits,
  • Referrals for legal services for wills and trusts and powers of attorney,
  • Referrals for tax preparation services,
  • Referrals for banking services,
  • and more!

Contact us if you have questions about any other activities or referrals we offer!

  "Where there is no guidance, a people
          falls, but in an
abundance of 
           counselors there is safety."
                 ~ Proverbs 11:14

For more information, give us a call at 814-692-4034 or email at [email protected] or fill out our Contact Us survey.
We look forward to hearing from you!