Our Master Stewardship Planning enables our clients to potentially experience estate tax benefits. It also may reduce our clients annual income tax bill, utilizing combinations of both short term and long term planning strate...
Ensure You Maintain Your Current Lifestyle
This is our first priority. We do not determine the lifestyle our clients should have or maintain. Our number one objective is to make sure that our clients’ new plan does not in any way hamper or limit their chosen lif...
Pass on Appropriate Inheritance
Our objective is to help clients evaluate their heirs, strengths, weaknesses, needs and desires. We help craft an inheritance for your heirs that will help fund life opportunities that will be a blessing, not a curse.
Increase your giving to ministries that are important to you
We use a giving model based on transformational giving that has the power to transform both the giver and the recipient. For a client to realize that they have a substantial amount to invest in causes meaningful to them will ...
Maximize your God-given talents, passion and life-purpose
Helping clients and families discover how to integrate their God given talents and passions into a life pursuit enables them to fully engage themselves in what God made them to do. This enables them to fully discover their Fi...