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1478 Stone Point Drive, Suite 390
Roseville, CA 95661
Phone:
  • 916-677-1330
Fax:
  • 916-303-8558

Flipbooks

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Contact Us

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Videos

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Financial Strategies based on Biblical Principles. 

 

WHAT MAKES US DIFFERENT

We Value People not Products

Every person regardless of status or profit is a gift to be treasured. A persons value is not measured in their net worth.

Simplicity

Life is hard. Financial Planning shouldn't be. We'll guide you through the process and talk to you in plain English not 'financial speak'. 

Comprehensive Planning

There is more to finding financial wellness than just having the right set of investments. Life never goes in a straight line. Your financial planning should work with you, for you, at every stage of your life. Using our 5 Steps Financial Wellness program we'll work with you to create comprehensive financial planning strategies that are tailored to your unique situation, preferences, current and future goals. 

Passion

There is power in understanding your finances and getting control of them. We believe in what we do and we haven't helped until you've taken action. 

Prayer

We consistently pray for our clients, team members, and ourselves.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck