619 Mario Trail
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
I truly want to be a christian financial representative and not just one that happens to be a Christian. Stewardship involves so much more than just spending money with some discretion then giving a little to the local ministry. We first must recognize who it really belongs to and where it came from.
What is FAITH-BASED BIBLICAL RESPONSIBLE INVESTING? God expects us to use the resources He gives us to best carry out our responsibilities. I Corinthians 4:2, "Moreover it is required in stewards that one be found faithful."
It's time we rethink our perspective on money and possessions. We want to use what God has to say. I have found in my own experience that many American families are within a few short weeks of bankruptcy conditions. On one end of the spectrum families do not save money. On the other end of the financial spectrum many tend to hoard assets as we see in Luke 12:18-21.
Another part to the answer is that most of us have personal convictions and morals. Often times we are outspoken about them. However, when it comes to taking the monies that we have been blessed with, we do not look to see if we are a partner with a company that either supports or gains from immoral items. We may own stock in a company that supports or gains from exactly what we stand and/or teach others against because it is immoral.
For this purpose we provide a moral review at no cost.We would like to help you make sure your holdings mirror your heart felt convictions. Call us today to arrange for a moral review at no cost.
Plus, we want to strive for the words seen in Mathew 25:21; "Well done, good and faithful steward." In Estate Conservation Planning, we rely too often on solely what man's wisdom is. In our own experience through the years I have found that many of Americans die without a will. Again, many either do nothing to plan or pass on our assets to those that come behind us in a way that tends to convey an attitude to hoard.
We give God the glory for the privilege of working with many individuals and also being in several churches over the years to either speak or teach. We do consider our efforts a ministry for the furtherance of His Kingdom. We keep ourselves available to be used as needed.
Through the years we have received many "Thanks", but the most rewarding is to see families and individuals come to the Lord.
Come, let us search for His wisdom
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we may know a group that does.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.