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It's Time to Think Differently about Financial Advisors

We are your one-stop financial partner for your retirement plan: investments, insurance, planning services, legal document referrals, and more.  

Local. Experienced. Faith-Based. Trusted.

Where You Are

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Where You Want To Be

Years of experience have prepared us to guide you through life's transitions.

How You Get There

How You Get There

We believe values matter, and we live by ours every day.

Customized Financial Planning for your stage of Life

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your individual goals and risk profile.

  • Retirement Planning- budgets, debt review, 401K evaluations, pension strategies, insurance needs
  • Investments-IRAs, Roth, Managed Accounts, Annuities, & more
  • Tax Strategies-more money in your pocket, less to the government
  • Legal Document Considerations-is your family protected?

Ask us about our specialized  planning programs for Nurse Practitioners & Teachers/School Employees.

Learn more

Ready to Learn more about Financial Planning? We can Help!

Thank you!