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.

Contact Us To Begin

  • Helping clients take action, bringing peace of mind, and leading them to becoming financially free is what drives our team.

    Greg Gilbert

    Sr. Financial Advisor

    Atlanta, GA

  • I help my clients manage their wealth wisely, so they are free to focus on true riches. Luke 16:11

    Stan Huneycutt

    Sr. Financial Advisor

    Atlanta, GA

  • Two of the goals I have for all of my clients, relatives, and friends are 1) that they have peace of mind regarding their finances, and 2) that they feel like they are making intentional financial decisions consistent with their goals.

    Scott Goldsmith

    Financial Advisor

    Indianapolis, IN

  • A well lived life is about consistently making principled choices in line with God-aligned priorities. This life is effectively accomplished through a supporting network of family, friends, and trusted advisors.

    Marshall Potter

    Personal Financial Advisor

    Atlanta, GA

  • The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.

    Dan Grover

    Sr. Financial Advisor

    Charlotte, NC

  • 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

  • My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

    Sherry Teat

    Financial Advisor

    Charlotte, NC

  • 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

    Partner

    Orange County, CA

  • Assisting people in finding clarity and contentment in their finances through unchanging principles is the reason I am a financial advisor at Ronald Blue & Co.

    Jason Gehl

    Sr. Financial Advisor

    Phoenix, AZ

  • The joy I get from my career comes from working with clients and helping them make informed, sound financial decisions so that they can spend time on things that matter most to them.

    Scott Kiesel

    Sr. Financial Advisor

    Indianapolis, IN