Mission Statement: "Encourage. Equip. Educate."

To provide meaningful comprehensive financial planning, monitor implementation, encourage and educate you in the successful execution of the 9 Steps to Financial Security with a biblical perspective on:

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Cash Flow / Debt Management

Earning / Asset Allocation

Giving

Tax Planning

College Funding

Insurance / Risk Management

Investments

Retirement

Estate Planning / Elder Care Planning

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I will evaluate your current situation, needs, goals, objectives and tolerance for risk and then prepare a written analysis of your current financial situation, possible future scenarios, significant observations, assumptions and recommendations.

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I have no product frees, no referral fees, no commissions, and no assets under management.