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
Investment Planning: The Basics
Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step — getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated,...
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Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in....
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3 Money Lessons Sure to Impact Your Kids
So many of the financial principles we all teach our children extend far beyond just finances – they develop character. Teaching financial stewardship in children is a tangible way to teach intangible character traits.
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