Our mission is to help you grow, protect, and give money through sound biblical financial planning.
Comprehensive growth to help you reach your goals.
Personalized protection for everyone and everything you love.
Compassionate giving to those in need and causes you care about.
Financial advisors are like churches in the bible belt — there is one on nearly every corner. How are we different from the thousands of other financial advisors?
Financial planning isn’t merely a career — it is our calling. Our passion is to help people manage money in a way that protects them and benefits everyone they encounter. To top it all off, we love what we do. As the saying goes, “You’ve achieved success in your field when you don’t know whether what you’re doing is work or play.” We are thankful that this is true for us.
#2: We are Qualified.
Our advisors combined have over 30 years of experience in this industry and various licenses and certifications, including, Certified Public Accountant License, Certified Financial Planning certification, and Accredited Investment Fiduciary certification. We are qualified to help you develop a comprehensive financial plan designed to meet your personal financial goals. We believe it is essential that as advisors, we must assess your entire financial picture before we make recommendations.
#3: We are Independent.
Being independent, we sell absolutely no proprietary financial products. We have no “quota” to meet for production. Simply put, we
These are just a few reasons, among many, why we believe we are different than others in the industry.