As an independent Certified Financial Planner™ professional, we offer a boutique style Christian financial practice with concierge style planning services including financial, retirement, tax, estate, and insurance.
You know how most people have access to a Human Resource director, when they are employed, to act as a resource for help with questions regarding insurance, retirement plans, benefits, etc.? Well, I serve that role as a guide for many of our clients as a sounding board for questions regarding tax planning, retirement planning, financial planning, estate planning, investments, insurance, and many more. This helps put all the complex pieces of the puzzle together utilizing strategies and processes that I have put in place over the last quarter century of my practice.
Our ideal clients are typically the mass affluent individuals within 15 years of retirement or have just retired with investable assets exceeding $500,000; however, we don’t have any account minimums as we often get referred to friends and family. My philosophy is that if they are important to you, they are important to me. We have systems in place to be a sounding board for those closest to you as well and have even implemented a Legacy Process to assist the families we serve.
One major valued COMPLIMENTARY added is having access to your very own personal and customizable retirement income analysis, which serves as your road map to guiding you into retirement and beyond. This is one proven tool to help guide you in Creating Strategies for Your Retirement Goals by taking inflation into account and defining what your needs, wants, and wishes look like in retirement and the obtaining the lifestyle you dream about.