Financial Planning for Every Moment
We help you make wise decisions about your resources and focus on your financial goals live the life of your dreams.
❖ Build Financial Confidence
❖ Get a Clear Retirement Plan
❖ Leave a Legacy
Clear Financial Direction. Genuine Care.
Your life is unique. You don’t need an off-the-shelf financial plan; you need one that considers your whole life, for your entire life.
We care about every detail so that your financial plan is comprehensive, thorough, and completely tailored to you.
You’ve Worked Hard For Your Dollars.
May we help make them work hard for you?
Build Your Financial Foundation
We’ll help you understand your financial position so that you can better plan for your future.
Create a Plan For Your Goals
We’ll walk with you to update your financial plan to reflect what’s most important, even when things change.
Work, Live, And Retire With Confidence
As retirement approaches, you’ll be confident that your money will outlive you, not the other way around.
We are fee-only advisors.
For over 25 years, we’ve helped our clients navigate all of life’s changes and feel confident in their finances at every step–while letting you keep more of what’s yours.
We’re Here To Help
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Investment Planning
We’ll help you find the most appropriate investments for your goals.
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Tax Planning
We’ll help you find ways to limit your tax liability to fund your ideal life.
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Retirement Planning
We’ll help you retire well by evaluating your income goals and actions we take to get you there.
We’re called to give generously.
For our clients, generosity is a priority. We’ll work with you to align your goals with your giving so that you can leave a legacy and make a greater impact for the Kingdom.
Your Clear Financial Plan is Steps Away
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We’ll prioritize what’s important.
We meet to figure out where you are now, and where you want to be in the next 5, 10, 15+ years.
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We’ll create your tailored roadmap.
We’ll build you a personalized financial roadmap, so we can take actionable steps toward your goals.
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We’ll follow up and follow through.
Sometimes, financial goals change and we need to adjust the plan. We’ll walk with you every step of the way.
Leave a Legacy With A Clear Financial Plan
With so much information on the internet, you’re not sure how to care for your finances in a way that would sustain you in retirement and help you make a difference in your community after you’re gone.
Your money should outlive you, not the other way around. Which is why for over 25 years, we’ve helped manage our clients money so that they can reach their retirement and charitable goals.
How can we help you reach your financial goals?
Get your free consultation with the Expand Team