Personal Financial Planning

Personal Financial Planning

Financial planning is a key part of wealth management and one of the services offered to our investment clients as a benefit of doing business with us. For those who do not have investment accounts with us, our financial planning services are offered for an hourly rate. We have a list of 20 Financial Planning [...]
An Introduction to the Ten Principles of Biblical Wealth Management

An Introduction to the Ten Principles of Biblical Wealth Management

Our new workshop entitled “Managing God’s Wealth Wisely” is a workshop that teaches how to manage wealth from a Biblical worldview by utilizing all the resources God has entrusted today, and planning for wisely passing them to the next generations. For a Christian, all financial decisions should be spiritual decisions incorporated into your faith that […]