Coming alongside you with sound financial advice on decisions that determine your future.
Financial Planners
We’re Birmingham-based Financial Planners with over 40+ years of combined securities experience.
Planning with a Purpose
We help you answer all the important questions regarding your finances so you can achieve your greater purpose.
Protecting What Matters
Based on your specific goals, we’ll put measures in place to protect your investments, both monetary and nonmonetary.
The Stewardship Difference
We’ve all been called to be good stewards of what we’ve been given but how do each of us carry out that calling? Our mission is to help individuals and families live out their purpose through financial stewardship. In doing so, we believe the effects will be far reaching, allowing you to experience greater joy, peace and freedom.
Financial Planning
Investment Management
Insurance
Tax Planning
Estate Planning
Business Planning
Financial Planning for Each and Every Turn in Life
In Your 30s
Life is often speeding up in our 30’s, and you’re likely gaining momentum in your personal and professional life.
In Your 40s
For those in their 40s, life is likely full-speed ahead and requires intentionality to balance its many priorities.
In Your 50s
By now, your family is likely growing up. If you have children, they are most likely leaving the house for college or to start their careers.
In Your 60s
This stage of life often produces various emotions and transitions.
Insights and Strategies for Managing Your Money
Caring for Your Aging Parents
Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a...
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Introduction to Estate Planning
What is estate planning? Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your...
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Estimating Your Retirement Income Needs
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement planning is not an...
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