“There are no independent financial decisions.” ~ Ron Blue
During the course of your life, you will face many decisions about your finances and will also need to face how each financial step taken affects other decisions. Can you change to a less-stressful and less-lucrative job without sacrificing your financial goals? How does your tax situation affect your estate planning? Does selling the family business make good sense? Can you afford to be more financially generous? You may also be searching for more intangible “answers.” How much is “enough?” What is the difference between ownership and stewardship?
Sometimes the events that require big decisions come unexpectedly, some are out of our control, and some we see at a great distance but sense that they will be here before we know it. All of them would benefit from wise counsel from a biblical and technical planning perspective.
Clients come to us for all types of reasons and in all types of circumstances. Regardless of why and when they arrive, our clients benefit from a suite of integrated, comprehensive services that span life’s spectrum and bring clarity, confidence and coordination of financial decisions.
This service focus was the reason for the firm’s founding in 1979, and this same group, which later formed into our Private Wealth division, is still our firm’s largest. Designed to provide financial counsel for clients with an investable net worth of $1 million or higher, Private Wealth Advisors help clients in many areas including managing cash flow, growing assets while decreasing debt, overseeing investment portfolios and working towards and preserving financial independence, and developing tax-efficient estate and strategic giving plans – all with the “big picture” in view.
Our Private Wealth clients are those who have been entrusted with much and are open to receiving wise counsel in their decision-making about the wealth they have. Our clients turn to us to help ensure that they are being good stewards of their net worth. We have more than 35 years of experience recommending comprehensive financial strategies based on biblical principles that are designed to enrich clients’ lives. Refer to our Library page for more on our views on integrating biblical principles in financial planning.