
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
-
Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
-
Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
-
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.
-
Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.