
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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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.