Our Services

What makes our firm different from the ordinary financial services agency?

Foremost, we offer Biblically Responsible Investing (BRI).  This means we will strive to not offer investment portfolios that contain securities supporting any of the following:

                    Abortion
                    Pornography
                    Alternative Lifestyles
                    Anti-Family Entertainment
                    Alcohol
                    Tobacco
                    Gambling

In addition, we offer a wide variety of products and services including:
 

                    Professional Money Management
                    Annuities (Fixed and Variable)
                    401(k) Rollovers
                    Life Insurance
                    Retirement Planning
                    Education Planning (529 & Coverdell)
                    Estate Planning
                    Long Term Care
                    Medicare Supplements

                    Tax Preparation (Individual and Small Business)

In association with Legacy Estate Services, Inc. in Monroe, NC, we can have estate documents prepared for all residents of the state of North Carolina.  These documents include:

                    Wills
                    Trusts
                    Powers of Attorney
                    Living Wills
                    Deed Transfers

We also offer a unique and interactive Biblical Stewardship Series Seminar to churches or organizations, upon request.    The six, one and one-half hour modules include: (1) Foundational, (2) Debt, (3) Investing, (4) Giving, (5) Estate Planning, and (6) Cultural Stewardship.