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Our Services

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.

Portfolio Management

  • Biblical Responsible Investing (BRI) Portfolios
  • Portfolios for Patriots
  • Goals-based Portfolio
  • Aligned with your long-term objectives
  • Asset Allocation for diversification
  • Periodic Rebalancing
  • Alternative Asset classes
  • Actively managed
  • Tax-aware
  • Private Placeements for Accredited Investors


  • Personal Finance Education
  • Education Savings
  • Insurance & Risk Management
  • Investment Planning
  • Tax Strategies
  • Retirement Savings
  • Estate Planning
  • Employee Benefits Selection
  • Other Planning

Tax Preparation and Planning

  • Client Representation before the IRS
  • Federal Tax Filing
  • State Tax Filings
  • Tax Filing Extensions
  • Tax Filing Amendments
  • Tax Forecasting and Planning

Our Portfolios aligned with your values...

Biblical Responsible Investing (BRI) Portfolios

Biblical Responsible Investing (BRI) Portfolios

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.

Portfolios for Patriots

Portfolios for Patriots

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.

Other custom portfolios

Other custom portfolios

Our platform allows for customization of investment choices for specific client needs.

Clients who might care about portfolio screening:

  • Christians
  • Catholics
  • Multi-Denominational Churches
  • Pro-Life
  • Pro-Family
  • Families Affected by Alcohol
  • Families Affected by Gambling
  • Moral Conservatives
  • Veterans

Our Portfolio Construction and Management Process....

Let’s get to know each other

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?


Let’s make
a plan

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.

Let’s stick
to the plan

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.

Our Financial Planning Process ...

Let’s get to know each other

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?

Let’s make
a plan

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.

Let’s stick
to the plan

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.

Our Financial Plans cover the following topics…

Fundamentals of Financial Planning

  • In-Depth Quantitative and Qualitative Discovery Process
  • Personal Finance Education
  • Time Value of Money
  • Behavioral Finance
  • Personal Financial Statement Review
  • Budgeting and Spending Plans
  • Liquidity & Emergency Fund Review
    Debt Management

Investment Planning & Analysis

  • Education of Economics, Markets, and Investments
  • Review of current investment accounts
  • Risk Tolerance Assessment (Needs vs. Wants)
  • Determining asset allocation and portfolio diversification needs
  • Investment Policy Statement
  • Basics of Modern Portfolio Theory
  • Portfolio Construction
  • Asset Allocation
  • Sector and Style Analysis
  • Tax Allocation (Taxable, Tax-Deferred, Tax-Free) Analysis
  • Concentrated Position Analysis

Retirement Planning & Analysis

  • Retirement Account Basics (Qualified, Non-Qualified, and Tax Advantaged)
  • Qualified Plan Contribution rules
  • Distribution rules and taxation
  • Sources of Retirement Income
  • Retirement Needs Analysis
  • Retirement Income Planning
  • Social Security Optimization
  • Medicare Enrollment Considerations
  • Retirement Plan Stress Test
  • Plan selection for businesses
  • Business Succession Planning

Income Tax Planning

  • Retirement Account Distribution Tax Optimization Analysis
  • IRA (Traditional to Roth) Conversion Analysis
  • Estimated Effective Tax Rate
  • Projected Details of Taxes
  • Tax rules when selling an Investment Asset
  • Sale of a Personal Residence (Primary/Secondary)
  • Business Entity Selection and taxes

Education and Education Funding

  • Current costs and needs analysis
  • Financial Aid Process Basics
  • College Savings Plans
  • Education Financing
  • IRA Distribution rules
  • Tax implications


  • Personal Risk Exposure Anailsys
  • Life Insurance needs Analysis
  • Disability
  • Long-Term Care
  • Property and Casualty
  • Insurance Analysis for Business
  • Owners


  • Personal Goals and Objectives Analysis
  • Estate Planning Documents
  • Gift and Estate Tax
  • Estate Flow Chart
  • Analysis of common trust types (CST, CRT, ILIT)
  • Probate Process
  • Reasons to use a LIving Trust
  • Charitable Gifts during Lifetime
  • Considerations of Property Titling
  • Strategies for property transfers


  • Financial Planning for Marriage
  • Financial Planning for a Growing Family
  • Financial Planning for Divorce
  • Buy vs. Lease Car Analysis
  • Buy vs. Rent Home Analysis
  • Paying off your Home Mortgage
  • Buying/Selling a Rental Property
  • Purchasing/Selling a business
  • Financial implications of a career change

Tax Advisory and Preparation services...

Tax Forecasting

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.

a Plan

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (208) 996-9086