Broker Check

Our Goal

While our goal is to help everyone become better stewards in all areas of their lives, our expertise is in helping people achieve their financial goals in the most efficient, tax-wise manner possible. While we have opinions and deep personal beliefs for many of the other areas of lives, we have identified and developed Six Keys to achieve whatever your definition is of financial independence. The implementation of those Six Keys have unlocked the doors for many people to get to where they want to be when they want to be there. Those Six Keys are:

However, these keys must all be tied together – coordinated, if you will. Too much emphasis cannot be placed on any one key. They are each equally important. Unfortunately, too many insurance agents, stock brokers, bankers, attorneys, accountants, and financial planners only want to seriously address one or two keys and only give “lip service” to the others. You can’t achieve total financial success without balance. We independently evaluate your complete financial picture by thoroughly examining each piece of the puzzle. We emphasize planning utilizing each of the keys.

To accomplish our Mission, we will help you discover what you own and owe, how much money you have coming in and where it is going, develop objective goals and time horizons to get there, and design a Comprehensive Financial Plan to actually take you from where you are to where you want to be when you want to be there in the most tax-wise, efficient manner possible. Our planning process is totally objective. Our recommendations are based on applying Biblical principles appropriately coordinated to make your hopes and dreams become living reality – not to see how much commission can be generated. You see, when you complete the planning process with us, you are under no obligation to buy products from us. You are free to implement the plan with whomever you choose. Therefore, our plans – by design – always place The Mission ahead of the commission. We want to help you achieve as many of your goals as possible — while challenging you to consider (Matthew 28:19,20).