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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%

Of investors want to have investments tailored to their personal values.

Source: Morgan Stanley

$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.

Source:  Charles Schwab 2021 401(k) Participant Survey

68%

Of Americans do not believe the average worker can save enough to generate a secure retirement income. 

Source: 2021 NIRS Retirement Insecurity