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
Transparent Pricing
Reach One Teach One Financial is a fee-only fiduciary firm, which means we are compensated only by the fees you pay us. Unlike fee-based firms, we accept no commissions, referral fees, or incentive-based compensation from fund companies, insurance carriers, or other professionals. This independence is intentional. It assures that every recommendation we make reflects what we genuinely believe is best for your family. This comes directly from our core values: transparency, doing the right thing, and stewarding alongside you as a trusted, Kingdom-minded guide.
Investment + Advisory = Peace of Mind
We come alongside you as your advisor and actively manage your portfolios, including 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, values, 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.
There is no minimum. Our pricing starts at 1.25% with a nominal quarterly management fee for accounts below $350,000.
D.I.Y.
Prefer to manage your own investments? We are glad to come alongside you in a more limited role.
For D.I.Y.'ers, we offer hourly advisory and consulting services to assess your situation or answer specific questions you may have, and we invoice you directly for the time. Please note that this service is offered at our discretion. It does not include the development of a complete financial plan, and it does not provide specific investment or portfolio recommendations. Our hourly rate is $450 per hour.
Comprehensive Financial Planning
Whether you are preparing for retirement or already living in it, we evaluate your full financial picture and build a tailored plan with clear, actionable steps to help you reach your goals and thrive as a more effective Kingdom Builder.
Areas of assessment include cash flow, debt, goals, portfolio investments, risk assessment, retirement planning, tax planning, estate planning, and charitable giving. Our planning fee is $400 per hour with a 12-hour minimum. More complex scenarios (including those involving equity compensation, small business crossover, special needs planning, real estate investment, etc.) may require additional time. We will provide a personalized estimate after an initial discovery call so you know what to expect before we begin.
Planning and advisory services are always complementary when we manage your investment portfolios of balances greater than $350,000.