Personal Plans

  • Retirement Plan

  • Investments

  • Legacy Planning

  • Tax Strategies

  • Tax Strategies

    Taxes are a key component of your financial plan, by applying tax-efficient strategies, we are able to help you keep more of what you earned. We provide guidance regarding tax consequences in both everyday financial decisions and significant life events.

  • Retirement Plan

    Retirement planning involves setting goals, estimating expenses, and creating a plan to ensure that your decisions accurately reflect your personal values. Planning ahead helps address challenges such as rising taxes, managing market volatility, increasing healthcare costs, and adapting to changing circumstances.

  • Investments

    Our investment approach focuses on building long-term wealth through disciplined market participation while creating sustainable retirement income and protecting your purchasing power. By understanding your personal goals and timeline, we construct portfolios designed to weather market volatility, capture necessary growth, and maximize tax efficiency for a truly secure retirement.

  • Legacy Planning

    Legacy planning goes beyond traditional estate planning. It is a personalized strategy to preserve and pass on not just assets but also values, and wisdom. This holistic approach ensures a lasting impact on future generations, creating a meaningful and enduring legacy.

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We help you experience financial freedom by integrating biblical wisdom into comprehensive retirement planning, tax strategies, and investment management.

FAQs

  • CERTIFIED FINANCIAL PLANNER ® 

    Most people think all financial advisers are “certified” but this isn’t true. Just about anyone can use the title “financial adviser”. CFP® professionals have met rigorous qualifications for financial planning and must acquire several years of experience related to delivering financial planning services to clients. To maintain a CFP® designation, 30 hours of continuing education must be met each reporting period. 

    CERTIFIED KINGDOM ADVISOR ®

    The CKA® designation is a Christian financial professional who has been trained to help their clients integrate their Christian values into their financial decision making. CKA® professionals must complete an educational program, pass a comprehensive exam, and fulfill continuing education requirements.

  • As fiduciaries, we eliminate any possible conflicts of interest with no hidden fees. That is why we are a fee-only firm that includes all of our services. We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account monthly.

  • You should consider a wealth adviser if you're approaching or in retirement and want more than basic financial advice. The right adviser helps you navigate the complex transition from earning a paycheck to creating reliable income from your investments, while optimizing your tax strategy and coordinating decisions around Social Security, Medicare, and estate planning.

    Most importantly, working with a wealth adviser means having someone who understands that retirement isn't just about having enough money—it's about having the confidence to enjoy this next chapter without constantly worrying about your finances. If you want expert guidance to make the most of what you've worked hard to build, it might be time for that conversation.

  • Our services are designed for families approaching or in retirement with a minimum of $500,000 in investable assets. This allows us to provide the dedicated attention and comprehensive planning that more complex financial situations require.

    However, our complimentary meetings are open to anyone who wants to gain clarity about their personal financial situation. These no-obligation conversations help you understand where you stand and explore whether our approach aligns with your goals, regardless of whether we end up working together.

Your Retirement, God’s Kingdom

A Practical Guide for Retirement Planning with an Eternal Perspective

This book offers a roadmap to successful retirement planning rooted in Biblical wisdom. From tax strategies, to investment management and estate planning, the book provides a tangible path to enhance financial well-being and at the core, redefines retirement.

  • "This book puts things in a Biblical perspective with Scripture to back up each principle".

    - KC

  • "Nick does a great job walking you through how to responsibly steward God’s money that He’s gifted you with to give, grow, and bless others"

    - Jason

  • "I’ve never thought about retirement in this manner until finding this book. An enlightening read for sure!"

    - Matt

  • “The author has lots of wisdom in the book and made the complexities of finances and how to save for retirement easy to understand."

    - Riann

  • "Nick shares his well-articulated beliefs and I felt inspired to change my view on biblical retirement planning"

    - Dallas