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Who Are Our Ideal Clients?

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Who Can Benefit from Our Services

  • Retirees interested in maintaining a high quality of life during retirement and planning for their family legacy

  • Individuals and couples who are going through periods of transition including retirement, loss of a spouse, career change, divorce or inheritance

  • Philanthropist who needs help developing a charitable gifting strategy to complement their investment strategy 

  • Young families that are interested in laying the foundation for their financial future with sound financial decisions

Our Ideal Clients Also:

  • Have a strong faith in God

  • Needs help passing on their assets to the next generation

  • Take pleasure in helping others through an organization (church, charity, volunteering, etc.)

  • Enjoy pursuing personal interests and spending time with family and friends

  • Have no desire to manage their investment savings themselves

  • Understand the benefits of receiving outside help, and willing to pay for professional advice

  • Want more time to spend doing the things they truly enjoy doing

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Are you ready to work with a faith-based firm that understands you, your faith, and your God given purpose?

Let's fellowship!