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
There’s Still Time to Contribute to an IRA for 2018
Making a last-minute contribution to an IRA may help you reduce your 2018 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you may also be able to...
Finances Beyond the Bank
Financial Stewardship - Retirement Planning - Wealth Management - Family Legacy Key Points Our finances affect more than our bank accounts. Finances impacts our spiritual life, physical health, our relationships, and future generations....
The Biggest Reason for Failure
• Jordan Peterson says the biggest reason people fail to get what they want is because they don’t take the time to figure out what it is they want. • Goals shift as you get closer to them. As you grow, so do your goals. • Resolutions often fail, but...