Services

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 

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!

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)

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 

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 

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