We work predominantly with families who are looking to infuse Biblically-based financial principles into their financial plans and investments – both of which will then be evidenced by their daily lifestyle.
Typically, families contact us when they are experiencing some sort of transition in life, such as retirement, the sale of real estate or a business, loss of a job, an inheritance, children preparing for college, and so forth. We believe that every family has some form, however large or however small, of financial planning need, and that is why we offer the one meeting free of charge so that we can explore if there is a need for our services.
When we look at a survey of our current clients, they seem to fall into one of four categories: clients preparing for or entering the retirement stage of life, clients who are local business owners, clients related to the agriculture industry, and clients looking to maximize the use of charitable intentions.
We have a page designated to our typical client profile.
