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Working for Your Preferred Future

Working for Your Preferred Future

Your life. Our specialty. We focus on reaching your preferred future.

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With You in Mind

With You in Mind

It’s our pleasure and joy to work with and for our clients. We are your family’s advisory team to advise, serve, implement, counsel, and encourage with you in mind.

See how our firm is different and beyond the blah you may have experienced from others in the past. 

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CHECK OUT OUR FEATURED VIDEO TOPICS BELOW

CHECK OUT OUR FEATURED VIDEO TOPICS BELOW

Our short videos are engaging and informative. They may give you answers - or prompt you with questions to ask in your next meeting.


YOUR PERSONAL FAMILY WEALTH ADVISOR —
NO ROBO-ADVISORS HERE

Get help with your financial affairs from one trusted source.
Our services range from investment management to tax and financial planning.

Approach
for You

We listen and create strategies based on your unique goals and desires.

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Services
for You

We journey with you through life transitions from our years of financial experience.

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Reasons
for You

Read a few of the real-world situations we'll help you navigate as your trusted family wealth advisor.

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Notable and Quotable


  • “If each of you is the same in a marriage, then one of you is unnecessary.”

    - Larry Burkett

  • “Live like no one else, so that someday you can live like no else.”

    - Dave Ramsey

  • “What good is it for someone to gain the whole world, yet forfeit their soul?”

    - Jesus Christ

  • “Do your givin’ while you’re livin’, so you’re knowin’ where it’s goin’.”

    - Ron Blue

  • “I hope to be a minister of finance and advisor of wisdom to help families get the most life they can from their money.”

    - Jeremy White

  • “Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land”

    - Solomon, Ecclesiastes 11:2

  • “How am I? Better than I deserve.”

    - Dave Ramsey

  • “The danger of tithing is we tend to think that 10% is God’s and 90% is mine. But 100% is His.”

    - Ron Blue

  • “Plans fail for lack of counsel, but with many advisers they succeed.”

    - Solomon, Proverbs 15:22

  • “Most people won’t change until the pain of where they are exceeds the pain of change.”

    - Dave Ramsey

  • “God is never late but rarely early.”

    - Larry Burkett

  • “Whoever sows sparingly will also reap sparingly, and whoever sows generously will also reap generously…God loves a cheerful giver.”

    - Apostle Paul, 2 Corinthians 9:6-7

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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