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Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Private Client Services
Business Planning
About
Why Us?
Our Team
Our Mission
SMART CHOICES™
Christian Financial Management
Testimonials
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Podcast
Suggested Reading
Widows
Tools
Risk Survey
Retirement Readiness Quiz
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
SECURE Act RMD Calculator
College Readiness Quiz
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Blog
Team Members
Gun Trusts: A Way to Avoid Unknown and Unintended Risks
Posted on February 16, 2015
What Should I Do With My Old 401(k)?
Posted on February 9, 2015
529 Plans
Posted on February 4, 2015
The Too-Good-To-Be-True Dividend
Posted on February 2, 2015
Applying for College Financial Aid
Posted on January 26, 2015
If It Walks Like a Duck and Talks Like a Duck, It Might Be a Bargain
Posted on January 19, 2015
Qualified vs. Non-Qualified – I Don’t Get It?!
Posted on January 14, 2015
Rising Interest Rates & Financial Stocks
Posted on January 12, 2015
Retirement Planning
Posted on December 27, 2014
Social Security
Posted on December 1, 2014
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