947 E. Winding Creek Drive,
Our first priority is getting to know you so we can help you steward your resources according to your Biblical worldview. We seek long-term relationships with clients who appreciate the value of advice from a fiduciary investment & tax advisor.
We seek to build portfolios which help you reach your retirement goals without compromising your Christian Values. We utilize a screening tool which monitors companies for 8 unbiblical activities. If we find a company is in violation, then we substitute it with one which aligns with your faith.
Investors simply need to turn on the television to witness the moral decay of our society, much of which has been supported by corporate America through programs such as ESG and DEI. Many investors are fed up with these companies and do not want to support them by paying for their products/services nor do many conservatives wish to invest their hard-earned retirement dollars in these woke companies. Furthermore Active Duty Military and Veterans have witnessed corporate support or partnerships in countries which threaten our national security. Investors are fed up. Take a stand. Put your money where your mouth is. We have the know-how, the tools, and resources to clean up your portfolio and invest in companies you feel good about supporting.
Our platform allows for customization of investment choices for specific client needs.
Clients who might care about portfolio screening:
Are you interested in BRI screening or a custom value screen? What are your investment preferences and style? What would you like to change? What type of communication and relationship are you seeking from a financial professional? Looking to collaborate or delegate? Are you looking to reduce investment fees? Seeking less risk, more risk, or not sure? We can help. Looking to invest in companies which align with your values? Seeking income or capital appreciation?
Based on our what we discover through interviews and questionnaires we will determine a portfolio allocation which fits you, your investment style, and long-term objectives determined by your Financial Endurance Plan. We also screen your portfolio for values-based investment choices. This process is included in the Financial Planning process.
We will help you monitor your investments through our periodic meetings so we can update your portfolio as you go through life changes, life stages, market movement, economic outlooks, and company value screening updates. Ensuring your investments still fit your needs, faith and long-term objectives.
What stage of your financial life are you currently? What are you planning for? Early Retirement? Starting a Family? Purchasing your first home? Bucket List Vacation?
Based on our what we discover, we will provide a personalized Financial Endurance Plan with actionable recommendations along with the resources and technological tools you’ll need to reach your Financial Finish Lines.
Though periodic milestone check-in’s, we’ll work with you to ensure you are on pace and on-track to reach your Financial Finish Lines. You’ll also have unlimited access to a Certified Financial Planner™ professional to answer any questions you may have.
Looking for a more proactive approach to you tax management? Would you like to work with a tax professional who knows you and your personal situation? Looking for a more comprehensive and integrated approach for your personal finances?
Each year we develop a pro-forma tax return for our clients. This estimates and forecasts the tax year outcomes for our clients so we are able to make pro-active decisions to optimize their circumstances by utilizing retirement plans, education plans, capital purchases, etc. before the end of the year.
Fill out our simple online questionnaire and send us your end of year tax documents (W2’s, 1099’s, and K1’s) and 3 prior year tax returns via our secure online portal.
We’ll prepare a draft of all of the relevant tax forms for Federal and State, calculate your refund, and send you a draft for you review and e-signature. Your refund or payment can be made via secure online method or by mail.
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