Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Leading, Loving, Giving and Serving
We are created to Lead, Love, Give and Serve. Our team is actively involve in local organizations that create local and global impacts. Here are a few of the missions we partner with:
Compassion Child Care
Compassion Child Care exist to strengthen working families so they can experience the fullness of God's love through Jesus Christ. We offer daycare, a housing program and compassion preschool a partnership between Compassion Child Care and Westside Christian School.
God as CEO
God as CEO exists to encourage, equip and activate people to transform work for the glory of God. We bring people together to receive mutual encouragement, develop relationships and learn from one another. We help people discover the dignity and purpose of their work. We motive people to use their talents and business skills to expand the Kingdom of God. We help people learn how to implement biblical principles in their work in a professional and God honoring way.
Kingdom Capital Fund
Kingdom Capital Fund creates partnerships where entrepreneurs and business people can use their time, talent, and treasure to do more together than they can do as individuals. For example, we used a land donation along with a lumber donation, labor donation, and cash to build a facility. That facility creates an income stream to support ministries. No matter what the gift (time, non-cash asset, cash, etc.) we put it to work. We either combine it with other gifts or invest in a specific entrepreneurial opportunity.
