We Are Different
What if you were UNKNOWINGLY losing more dollars than you could accumulate in all savings combined? Recapturing these dollars can enhance current lifestyle while providing for future goals without the need for more risk.
Retirement: Ready Or Not?
This seems to be the main question for everyone. It only takes about 10 minutes to answer 4 key questions that will tell you where you are and and how to get to where you want to be.
Biblically Responsible Investing (BRI)
We believe you should be proud of the companies you own. Companies that are doing good around the world, who share your values, and deliver good returns to investors.
If What You Thought To Be True, Turned Out Not To Be True,When Would You Want To Know?
Let's assume you were going to play in the Masters and could choose one of two options to help you win. The first would be the clubs of your choice. The second would be to have a swing coach refine your technique no matter the clubs you own. Which would most help you? Which would you choose?
There is a lot more to reaching your financial goals than seeking better investments (clubs). We refer to our process as the "swing vs. club" approach to building wealth. Before we ever suggest a financial product (club), we will seek to find money (swing) that you may be losing unknowingly.
We believe that prudent advice can only be offered within a comprehensive framework. This exposes inefficiencies where you may be losing money within 7 core areas. From there, we build a personalized strategy to accomplish your goals. Our fee-based approach allows us to provide unbiased advice with no sales pressure.
History shows the direction of investor capital has the power to change the world. We are stewards of this world and how we invest can make a big difference in the cultural and social direction we are headed. Let us show you how to be proud of what you own while enjoying the financial rewards of investing.
What would happen in the event of disability, death, lawsuit, or an unexpected event (i.e. pandemic)? We start with a mandate for Full Replacement Protection of income and other assets. There is a lot more to this mandate than just buying some insurance which is often not efficient and may waste money.
When most people think of financial planning, thoughts of confusion or fear usually follow. One may also feel this way when thinking about their doctor. To simplify how the human body works, doctors use an Anatomical Model of the body. The Personal Economic Model can be thought of in the same way. We use this picture to help simplify complex financial topics into simple digestible concepts. You will be able to visually see your entire financial picture in terms that are simple, relevant, and easy to understand.