Financial Planning

The purpose of a financial plan is to set you on a path to achieving your financial goals. There are no independent financial decisions and there is a greater ability to make wise choices when we are able to see with a long-term perspective. A well-crafted, integrated plan is a road map showing an efficient way to get to your desired destination.

Contact Us To Begin

  • I love being a financial servant, helping others plan, manage, and give away the money they steward.

    Thomas Talbott

    Financial Advisor

    Baltimore, MD

  • My desire for myself and my clients is to hear God say “Well done good and faithful servant”, and experience these true riches. In our fallen world, it is so easy to get distracted but our time on earth is preparing us for eternity.

    John Yukawa

    Sr. Private Wealth Advisor

    Chicago, IL

  • 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

  • I firmly believe in what we do and I love serving clients. I love when those two things can come together.

    Janine Zeltwanger

    Sr. Private Wealth Advisor

    Indianapolis, IN

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

    Stan Huneycutt

    Sr. Private Wealth Advisor

    Atlanta, GA

  • Through the development and execution of a client-focused financial and investment plan, my goal is to help clients live a life of purpose and experience financial peace of mind.

    Susan Alexander

    Private Wealth Advisor

    Atlanta, GA

  • 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. Private Wealth Advisor

    Nashville, TN

  • One of the really unique things about Ronald Blue & Co. is that it is not all about the profit. It is all about the client.

    Mike Peters

    Managing Partner

    Orange County, CA

  • I believe the clients of Ronald Blue & Co. are exceptional, and we consider the task of serving this group of individuals, families, and organizations a blessing, a privilege, a unique opportunity, and an awesome responsibility.

    Zack Fulmer

    Sr. Private Wealth Advisor

    Orlando, FL

  • 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