Financial Support Services
As a financial services firm, we deeply understand the importance of personal finance management and its impact on physical, mental
and spiritual well-being. Therefore we provide support and financial assistance
Financial Planning - Available through our Everyday Steward division.
Income Tax Preparation - Available through Ronald Blue & Co. CPAs and Consultants, LLP.
Will and Estate Document Assistance - We assist in paying for document creation and updates with the attorney of the team member’s choosing.
Share It Forward Fund - We maintain a firm and employee funded account designed to provide monetary assistance in the event of financial hardship or critical need of a team member.
Investment Account Management - Available through our Investment Management team.