Our passion - revolves around developing unique investing strategies & designing purpose-driven investment plans for our clients.
Our goal - is to help you focus on living the most contented life possible by protecting & maximizing your financial resources.
Our mission - is to work every day to exemplify our Christian faith & values of service, selflessness, kindness, thankfulness, discipline & honor.
It is not simply about what we do for a career, but how we choose to live. Integrity, trust & respect are the core of our firm culture and lay the foundation for all of our business & client relationships.
To learn more please check out Our Philosophy, Our Guiding Investment Beliefs and Weatherproof Wealth.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
Learning more about gold, and its history, may help you answer that question.
Three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”