Planning for life stages

Your financial goals and priorities change as you age and during different phases of your life or circumstances. Regardless of where you are in life, you can find advice that pertains to you.

Is you’re family prepared?

Estate planning is one of the most important steps
you can take to ensure a healthy financial future for
you and your family. Call for a consultation.

Control Debt & Save

Is your debt under control? Do you have a set
budget and financial plans for the future? Call today
for a consultation on your Budgeting & Savings.

Retirement Ready?

How much will you will need for retirement and how
much are you on track to have? Call today to
strategize with a licensed financial professional.

Healthy Investing

One of the keys to successful investing is a portfolio
that matches your investment objectives. Call today
for a consultation on your investment plans.


Each Christian in the world needs to be equipped on how to apply what the Bible says about: money, wealth, control, needs, generosity, stewardship and contentment in their normal and everyday life.

I hope you will find encouragement and learn the pathways to the four anchors of God’s economy!
What is the Economy of God – click the box to start the video >

Resources Or Ask a question

Chartered Financial Consultant
AEP® CLU® MSFS, Investment Advisor Representative



The sooner you start saving, the more time your money has to grow! See Tom’s steps for getting your finances under control. Put your plan into action one step at a time...

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One of the keys to successful investing -particularly just prior to or during retirement - is making sure your investments in your portfolio match your investment objectives...

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Now more than ever, families and individuals need to establish personal budgets.  Increased life expectancies have raised the level of retirement income that is needed...

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The federal tax filing deadline of April 15 may seem far away, but the date can sneak up on you before you realize it. The following simple tips may not offer advanced tax planning help...

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In business, risk managers assess their companies' internal and external risks and takes steps to limit them. This same process can be used in your personal life. Here are some guidelines...

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No one ever said that running a successful business was easy. Stories about business failures abound, whether failure was due to lack of capital, the wrong idea, the wrong place...

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Knowing the Economy of God - The Book