About Us

Helping (Soon to Be Seniors) Be All That They Can Be!

Welcome to my website. We hope you will find this to be an informative and helpful site, where you will find a wealth of information in the forms of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and rewards that become available when you take a personal and proactive approach to your personal financial situation.

We created this website to help you gain a better understanding of the financial concepts in financial planning. We take a holistic approach, because we believe that the respective areas of insurance, investments, retirement, estate planning, and wealth preservation are all interrelated.

  • Spend less than you earn (Proverbs 13:11)

  • Avoid the use of debt (Proverbs 22:7)

  • Build liquidity (Proverbs 6:6-8)

  • Set long-term goals (Philippians 3:14)

  • Believe that God owns it all (1 Chronicles 29:11)

  • Rejoice in Generosity (2 Corinthians 8:7)

Our Services


Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the hours we have best be spent visiting a friend at the hospital, or would it be better invested?

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.

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How Can We Help?

Find out how we can help you reach your financial freedom.

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