Values Based. Fiduciary Driven.
Financial Planning & Advice, Retirement Planning, Investment Management
Minimum of $100,000 in investable assets for Investment Management. Financial Planning available starting at $250 per hour.
Values Based. Fiduciary Driven.
Financial Planning & Advice, Retirement Planning, Investment Management
Minimum of $100,000 in investable assets for Investment Management. Financial Planning available starting at $250 per hour.
Values Based. Fiduciary Driven.
Financial Planning & Advice, Retirement Planning, Investment Management
Minimum of $100,000 in investable assets for Investment Management. Financial Planning available starting at $250 per hour.
Headquartered in New Braunfels, Texas since 1993. Serving Clients Nationwide.
FINANCIAL ADVISORY SOLUTIONS
We act as your guide helping you make wise financial decisions throughout life. We offer multiple fee-based financial advisory solutions to fit your needs and specific situation.
*Minimum of $100K in Investable Assets
VALUES BASED
We incorporate wisdom, stewardship, and values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.
FIDUCIARY DRIVEN
We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.
Click On Any Of The Images Below To Listen To Our Top Podcast Episodes
The Question of Ownership
Dealing with Investment Uncertainty
21 Financial Scriptures to Live by in 2021
Finding God’s Purpose During Retirement
Traits to Look for in a Financial Advisor
What God’s Word Says About Money
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