Our Wealth Management Processes

Our Wealth Management Processes

The earth is the Lord’s, and everything in it, the world, and all who live in it. Psalm 24:1 (NIV) WHO WE ARE We are a values based and fiduciary driven firm offering financial planning & advice, retirement planning, and investment management. We use a comprehensive team approach consisting of Registered Investment Advisors and financial [...]
It’s In There

It’s In There

By Mary Jo Lyons, CFP® A friend recently asked me “exactly how does the Bible address financial planning and investment management principles?” I provided a short summary of the principles below but my response was not as polished as it should have been. I vowed to be able to answer this in a more thoughtful [...]
Upcoming Podcast

Upcoming Podcast

Our New Podcast “Christian Financial Perspectives” We’ve had clients ask us consistently over the years if Bob would ever bring back his radio program, “Christian Investors Daily”, which he produced for over 8 years. Guess what? We’ve decided to bring back the great content our clients miss but in a modern format! Introducing “Christian Financial [...]
When Markets Hover

When Markets Hover

By Bob Barber, CWS® If you’re starting to get impatient with how the markets seem to be in a flat trading range since January, you may not realize that it’s normal many times for markets to hover around a certain range for extended periods of time every few years. Then unexpectedly, without notice, they will [...]
Micro Changes Add Up

Micro Changes Add Up

By Mary Jo Lyons, CFP® Are you working on trying to get your financial life on track? To improve your financial fitness? Here are 10 micro changes you can make now that will add up over time. Most of these you won’t even feel. Most of these you already know but just aren’t executing on. [...]
Tax Season is Over…or is it?

Tax Season is Over…or is it?

For many Americans, the annual April tax filing deadline marks the end of tax discussions for the year. But that could be a mistake, especially in 2018. That’s because recent changes to the tax law under the Tax Cuts and Jobs Act of 2017 underscore the importance of ongoing planning to avoid surprises and take [...]
Financial Independence

Financial Independence

How Much is Enough? By Mary Jo Lyons, CFP® In the month of July, we come together as a nation to celebrate our country’s independence. In keeping with that theme, I couldn’t help but think about what it means to truly be independent. To me that implies financial independence. Financial independence can mean many different [...]