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Mission Statement

  • To provide more value than the cost of my services through intelligent and objective financial advice based on the Truth and Wisdom of God’s Word.

  • To empathize with our clients so that we may gain insight on how to best serve them.

  • To give of ourselves, putting our clients’ interests ahead of our own interests.

  • To focus on service and be content with whatever rewards that may result.

  • To be prepared - through education, organization, and clarity of thought – so that we may seize opportunities to the benefit of our clients.

  • To humbly seek out differing perspectives lest we become biased from our own enthusiasm.

  • To take joy in our daily calling within God’s plan.

Purpose Statement

To glorify God by Serving His People.

Vision Statement

To help clients be good stewards over money and possessions.

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