Broker Check
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

“For I know the plans I have for you,” declares The Lord, “plans to prosper you and not to harm you, plans to give you hope and a future ...” Jeremiah 29:11 (NIV)

Our Passion to teach and challenge clients to bring their financial lives into alignment with their belief systems. As born-again believers in Jesus Christ, our goal is to give every contact the opportunity to get to know Him as their personal Savior and to align each part of their respective lives (including financial) with The Word of God.

Our clientele is not limited to Christian people, and we don't try to jam Christ down anyone's throat. We just want everyone to know our perspective, realizing that we will serve you as you want to be served.

Helpful Content

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.


Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?


The market is as unpredictable as the weather. We’d love to help you prepare.

View all videos arrow