Updates
What’s the right Donor-Advised fund for me?
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…
Webinar Replay: Identity Protection & Cybersecurity
Do you worry about identity theft? Maybe you have already experienced the headache of your information being leaked or compromised.We will be discussing several ways you can keep yourself secure…
We are celebrating 19 years in business!
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 …
10 questions to answer before you retire
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…
6 things to get you off the couch in retirement
After decades of working and planning, you have finally achieved the greatest desire of many: retirement. You may have served in different roles throughout your career, but finally being able to put …
