Experience the Pinnacle of Dedication and Integrity

Your needs, goals and future are our priority.

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Core Values

We will always act in your best interest.

We will never take your hard-earned life savings for granted.

We are dedicated to lifelong relationships with the families we serve.

How We’re Different

  • While most firms stick to investment management, we offer comprehensive retirement planning.

  • Taxes are one of the biggest expenses in retirement and very few discuss strategies to reduce them. We specialize in tax saving strategies for our clients.

  • We are independent, which means we will shop the marketplace to make sure you are getting the best deal.

  • When you work with us you are working with CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Certified Kingdom Advisor® (CKA®) and other credentialed professionals.

Who We Serve

  • Are you nearing or already in retirement?

  • Could you perhaps best be described as a “diligent saver”?

  • Would you like to work with a firm that will see you not only to but through your retirement?

  • Are you looking for ways to save money on taxes?

  • Do you want your retirement income plan to feel like getting a paycheck for the rest of your life?

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