Investment Options
As an independent fiduciary, we are bound to provide a financial approach that is best fitted to your individual needs regardless of our own interests or gains. Whether you are looking at biblically responsible investing, following Dave Ramsey’s principles, or using a fully tactical strategy to minimize losses, we are committed to developing a plan that is the most effective and economical to meet your financial goals.
Additional Services
We also provide assistance with your employer’s retirement plans such as 401ks, 403bs, 459s, college savings plan 529s, and more. It is important to make sure that not only the investments you entrust us with are getting handled properly, but all your investments are getting the care they so deserve!
Want to get the process started? Let's connect.
The first step to taking control of your financial future is starting the conversation. It's super easy to schedule a 30-minute phone visit. Just pick a time that works for you. I look forward to visiting with you.