Who We Are

Our Distinctives:  

  • Service:  Professional estate and charitable gift and legacy planning services – that places others and their financial needs and intentions first.
  • Solutions:  Creative strategies to transforming any given family’s goals into a compelling reality that inspires others and enables them to achieve!
  • Support:  A comprehensive, trustworthy approach, always of the highest integrity, that grants peace of mind in and with the chosen plan solution.
  • Savings:  Knowledgeable assistance that seeks to do more with every dollar, so that families are cared for and cherished ministries are supported as desired.

What We Value:

  • Relationships -rooted in trust and integrity, and in our priority of service
  • Legacies - impactful compelling narratives that encourage, inspire, and facilitate
  • Scripture - biblically patterned, purposeful estate planning that honors the Lord 
  • Stewardship - exemplary trusteeship of everything that is entrusted to our care