Our Services
We offer a comprehensive range of financial planning services to help you achieve your financial goals and steward your resources wisely.
Planning
Financial Planning
Comprehensive financial planning services tailored to your unique situation, goals, time horizon, and Biblical values.
Key Benefits:
🗹 Goal-Based Planning
🗹 Holistic Analysis
🗹 Financial Education
Taxation
Tax Planning
Strategic tax planning services to help minimize your tax burden while maintaining integrity and compliance.
Key Benefits:
🗹 Tax-Efficient Investing
🗹 Income Tax Planning
🗹 Chartiable Tax Strategies
Investments
Investment Mgmt
Disciplined investment management services guided by biblical values to help you build and preserve wealth over time.
Key Benefits:
🗹 Active Portfolio Management
🗹 Risk Assessment & Adjustment
🗹 Principled Investing
Estate
Estate Planning
Comprehensive estate planning guidance to help you steward your resources and leave a meaningful legacy.
Key Benefits:
🗹 Will & Trust Planning
🗹 Asset Protection
🗹 Wealth Transfer Strategies
Retirement
Retirement Planning
Personalized retirement planning strategies to help you prepare for a financially secure and purposeful retirement.
Key Benefits:
🗹 Retirement Preparedness
🗹 Income Planning
🗹 Social Security Optimization
Giving
Impact Giving
Strategic charitable giving and planning to amplify your Kingdom-building efforts and support causes that reflect your values.
Key Benefits:
🗹 Planned Charitable Giving
🗹 Impact Investing
🗹 Legacy Giving Strategies
“The financial planning process helps clients focus on the eternal instead of the temporal. By making good financial decisions, clients bring balance into their lives and have time for relationships.”
Ron Blue
Founder of Kingdom Advisors and Blue Trust
Pricing
Comprehensive: Investment + Advisory
We partner with you as your advisor, and actively manage your portfolio investment accounts such as IRA, Roth IRA, 529, taxable individual or joint accounts. Using a combination of ETFs, mutual funds, bonds, and individual stocks, we ensure your investments are optimally aligned with your goals, time frame, and market conditions.
We will also review your current financial health, including cash flow, investment, risk assessment, estate planning, tax planning, and charitable giving strategies.
We do not require a minimum. Our pricing starts at 1.25% with a nominal quarterly management fee for accounts below $250,000.
D.I.Y.
You may also manage your own investments. In this case, we invoice you directly. There are two options:
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Hourly - We offer hourly advisory and consulting services to assess your situation. This service is at our discretion and does not include the development of complete financial plans, nor does it provide specific investment or portfolio advice. Our hourly rate is $365 per hour.
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Financial Plan Development - We will review your current financial health, including cash flow, goals, portfolio construction, investments, risk assessment, estate planning, tax planning, and charitable giving, and guide you in making adjustments as needed along the way. Our service commitment to you remains the same. Pricing is based on your annual household income (HHI) and total net worth under plan (NWUP).
Planning and advisory are always complementary when we manage your investment portfolios of balances greater than $250,000.