Designing Successful Retirements

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.