
Welcome to our site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Our mission is to:
"GUIDE our clients in making wise decisions based on BIBLICAL PRINCIPLES for wealth management. To SIMPLIFY our clients financial affairs while giving them the FREEDOM to focus on those areas that give their lives meaning and purpose."
OUR VALUES:
GUIDE: We want to help you to not fall into some of the traps that can exist with retirement. We do this by using....
BIBLICAL PRINCIPLES: The bible has a lot to say about finance and we use those principles to...
SIMPLIFY: In taking all of those papers and information that you receive, we want to help you simplify this process...
FREEDOM: We hope to assist you with information that will help you enjoy your retirement. We know that there can be a lot of uncertainty around the markets and it is our job to pay attention to that uncertainty so that you can enjoy your retirement.
Newsletters
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.