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:
Cash Flow / Debt Management
Earning / Asset Allocation
Insurance / Risk Management
Estate Planning / Elder Care Planning
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.
I have no product frees, no referral fees, no commissions, and no assets under management.