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Author: Heatherlee Peterman

Identity Protection & Cybersecurity Webinar  March 6, 2023 By Heatherlee Peterman

Do you worry about identity theft? Maybe you have already experienced the headache of your inf…

We are celebrating 19 years in business!  February 27, 2023 by Heatherlee Peterman

As we stop and reflect on the last 19 years, we can't help but be humbled and grateful for the amazing clients we serve. Because of you, we get to do what we love, stewarding the wealth that God has …

What’s the right Donor-Advised fund for me?  February 24, 2023 by Heatherlee Peterman

If you enjoy giving to charities, ministries, or non-profits then you have probably heard the term “Donor-Advised Fund” or “DAF” for short. A DAF can simplify the giving process leaving you t…

10 questions to answer before you retire  January 25, 2023 by Heatherlee Peterman

We are so excited to host our first live event of the year! If you are thinking about retirement at all, you will not want to miss this. We will be addressing the 10 questions you need to answer…