FINANCIAL CARE PLAN
Available for individuals, families, and as part of our retirement plan services
We know how easy it is to get overwhelmed with financial decisions, and want to make it easy for you to get the help you need with whatever financial struggle you're facing today. No account is too small. No struggle is too insignificant.
We will help you navigate complex financial topics by applying biblical wisdom and technical expertise to your unique situation. Below is a list of some of the areas that we can help. You determine how deep we go.
Setting and prioritizing financial goals
Maximizing workplace benefits offerings
Providing investment advice across all your accounts
Asset consolidation - do you have old 401(k) accounts and should you move them?
Budgeting help for folks struggling to make ends meet
Planning for retirement
Reducing debt
Optimizing Social Security benefits
Planning for college or other life events
Structuring income streams in retirement
Best of all, services are provided based on the time we spend, not how much assets you've accumulated!
Let us know how we can assist you by clicking the button and filling out a quick contact form.
EVERYONE CAN USE SOME HELP!
84%
$5,193
The average amount American households spend on healthcare expenses.
Source: Bureau of Labor & Statistics
39%
Of Americans would have the ability to pay an unexpected $1000 expense from their accumulated savings.
Source: Bankrate
$90,460
The amount of debt held by the average American, including all types of consumer debt such as mortgages, credit cards, personal loans and student debt.
Source: CNBC
61%
Of retirement plan participants believe that their financial situation warrants professional advice.
68%
Of Americans do not believe the average worker can save enough to generate a secure retirement income.
Source: 2021 NIRS Retirement Insecurity