Estate Planning

A key step in wise financial stewardship is pre-planning for the distribution of your assets upon your death. Estate planning is an extremely important and often complex decision you need to make during your lifetime. Our estate specialists will help you devise a plan that provides for your beneficiaries and charitable giving goals, while minimizing taxes and other expenses.

Money is often a source of anxiety in people’s lives. My goal is to help each client achieve peace of mind regarding their financial decisions. This is accomplished by helping them apply the biblical principles of finances to their unique situations.

George Andrews

Managing Director

Orange County, CA
The principal focus of a great financial planning and investment management strategy is to buy time: time to make lasting investments in family and friends, and time to pursue your life`s passions.

Roby Kotcamp

Sr. Financial Advisor

Phoenix, AZ
We cannot control the events of life, just our response to those events.

Bob Stoddard

Managing Director

Montgomery, AL
Life is complicated. Does your financial life have to be? First we listen, then we bring answers to questions, clarity to confusion, and ordered steps to achieve your plans. The result is peace of mind.

Pete Davidsaver

Sr. Financial Advisor

Phoenix, AZ
What we do is very client focused. We do a lot of listening to match our clients’ needs with what we have to offer.

Sarah Baker

Financial Advisor

Charlotte, NC
If we free up our clients to focus on what is most important in their lives, then we have done our job.

Jeff Chinery

Managing Director

Atlanta, GA
It does not matter how much or how little you have, everyone deserves to receive good advice

Jamey Gibson

Personal Financial Advisor

Atlanta, GA
Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

Lori Davis

Tax Principal

Orange County, CA
Our bench of different subject matter experts frees me to be an “expert” on my client, which is exactly where I want my focus to be.

John Dodd

Sr. Financial Advisor

Nashville, TN
My greatest desire is to serve my clients well and advance the Kingdom of God through the exercise of wise stewardship.

Don Vanden Brink

Financial Advisor

Holland, MI