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 manage your IRA, Roth IRA, 529, taxable individual or joint accounts, and other investments using our actively monitored portfolio management. Using a combination of ETFs, mutual funds, bonds, and individual stocks, we ensure your investments are ideally optimized given your goals and time frame and market conditions.
We will also review your current financial health, including cash flow, goals, investment, risk assessment, estate planning, tax planning, charitable giving.
We do not require a minimum. Our pricing starts at 1.25% with a nominal quarterly management fee for accounts below $250k.
DIY: Financial Plan + Advice
You may also manage your own investments. In this case, you pay out of pocket through our quarterly invoicing. Our service commitment to you remains the same. We will review your current financial health, including cash flow, goals, investment, risk assessment, estate planning, tax planning, charitable giving, and guide you to make adjustments as need all along the way.
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.
Hourly
In some cases, we will work with you on an hourly consulting basis, assessing your current situation and providing ideas and strategies for your unique circumstance. This is available solely at our discretion. With the hourly service, we will not create complete financial plans or provide investment advice. Our current hourly rate is $365/hr.