We're a Christ-centered financial planning firm focused on guiding you and your family to pursue your legacy. We specialize in serving retirees, business owners, and families.
Who We Serve

Families

Retirees

Business Owners
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Downloadables

Check out some of our downloadable PDFs that may provide some valuable information and insights for you.
Essential Financial Data 2022 PDF - Retirement contributions limits, income limits, tax brackets, and more, all on one form.
Legacy Path PDF - Our process of financial planning, laid out in a simple path.
Financial Summary Form PDF - A form to help you see where you stand and set some goals and action items.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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