FEE MANAGEMENT: We receive a small percentage fee each year based on the account value. Fee-based management removes the commission conflict of interest and better aligns our interest with yours.

PORTFOLIO MODELS: While each account is individual, investment based on portfolio models of risk ensures that no one gets overlooked.

CUSTODIAN: Our custodian Charles Schwab & Co., Inc. (member SIPC) is recognized by many as the most reliable, best, and largest investment custodian.

BIBLICAL WISDOM: We believe there is no better source for financial decisions than God’s Word. We strive to base our advice and planning on His instructions.