Our Services

For many years we have assisted churches and private schools with their own finances as well as teaching Faith Based Biblical Responsible Investing plus stewardship in various churches.

Matthew 25:16

Services for individuals, families, churches, private schools, and businesses include:  
 
TEACHING:
We are able to come to any audience to teach or speak.
Over the past several years we have had the privilege to be in many church services, Bible study classes, church training sessions, and other seminar settings . We are thrilled to be used and called upon. Call us today to schedule a time for yourself, a group, including school or church.   
 
PRODUCTS  AND PLANNING SERVICES
 
We understand that everyone's "bottomline" hinges on their needs and objectives along with tax liability. With every client we do a review of their current portfolio.
 
Other services and products include: 
 
 
  • Free "Moral Audit" of current fund holdings.
  • Faith-Based Investing
  • Life Insurance
  • Disability
  • Group Major Medical plans
  • Retirement Planning
  • 403b Nonprofit plans
  • 401k Corp plans
  • Mutual Funds 
  • Municipal Bonds & Bond Funds
  • Fixed and Variable Annuities
  • Tax Strategies
  • Long Term Care Insurance
  • Buy-Out Funding
  • Key Person Insurance
  • Section 125 Cafeteria Plans
  • Split Dollar Insurance Plans
  • Strategic Tax Planning
  • Personal Financial Economics
  • Education Funding

Please call us if you have questions on these subjects.