Our Mission
We believe investing should be about a lot more than simply making money. We believe God has called us to help people invest with a purpose.
Our mission is to:
- Use the Bible as our Compass to help those we serve make wise decisions with their investments and resources.
- Help those we serve understand the principles of good stewardship
- Educate those we serve about investing in companies that make a positive impact in the world
- Give generously as a firm to ministries and nonprofits making a difference in our community and beyond
We Can Help You Take Control of
YOUR FUTURE
Your financial goals are unique to you. Your financial strategies should be, too. The primary areas we help with include:
- Plan for Retirement
- Live in Retirement
- Faith Based Investing
- Prepare for the Unexpected
- Live on Purpose to Give with a Purpose
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Independence
We are fiduciaries. Because of our independence, there are no limitations or incentives to what we can offer. We put you first in every decision.
Genuine relationships
We offer a true relationship where you and what is important to you are known. You have your own dedicated team that knows you and what you stand for.
Values
The foundation of our firm is built upon our biblical values and faith in God.
Impact
We exist to make a difference. A portion of our revenue goes directly to local and global ministries and nonprofits.
Independence
We are fiduciaries. Because of our independence, there are no limitations or incentives to what we can offer. We put you first in every decision.
Genuine relationships
We offer a true relationship where you and what is important to you are understood. You have your own dedicated team that knows you and what you stand for.
Values
The foundation of our firm is built upon our biblical values and faith in God.
Impact
We exist to make a difference. A portion of our revenue goes directly to local and global ministries and nonprofits.