Industry best estate and financial planning with Christian Values and Planned Giving at the core of all advice given.


The idea with our Faith Based Planning initiative is simple. People who are more financially stable and those who have confidence in their financial well being will be in a better position to give to their local church while living. Also, as part of our initiative, we want to educate people on the ways they can give to their church when they pass (and doing so in a manner that fits within a legacy plan for family members).

Our faith based initiative can be accomplished best when people educate themselves on financial matters. It is for this reason that we offer a financial literacy course that is second to none and unlike any other educational course available today. To learn more, click here.

Estate Planning

Estate planning is the 1st building block on your way to a secure financial future (for you and your heirs). Most estate plans are NOT set up correctly. We can tell you in a matter of minutes if your plan is set up correctly!

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Financial Planning

We believe people should NEVER take more risk than is necessary to reach their financial goals. Our planning techniques strive to minimize risk without sacrificing yield. This helps clients sleep better knowing they have the best chance at a secure financial future.

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Charitable Planning

When presented with the option, we believe most people will choose to incorporate charitable giving into their financial/estate plans. When done right, charitable planning can benefit both the consumer and the church or non-profit they are looking to help.

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Education (Financial/Estate Planning)

Knowledge is power. Power to know that you have not and will not be taken advantage of by unscrupulous financial planners and insurance agents. Power to know that you are not working with incompetent advisors.

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Online Financial Literacy

We offer the industry’s best fully online financial literacy course. It consists of 11 modules and comes with written as well as video education. It also comes with real examinations to make sure students fully understood the material.

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Need a Review?

Most people have NO IDEA if their estate or financial plans are set up correctly. One way to find out is to educate yourself. Another is to contact our office for a review. We can usually tell people within a matter of minutes if what they have is good or if it needs to be partially or totally redone.

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Do You Wonder How Risky Your Investments Are?

Find out right now by using our Investment Risk Quick Score App!