Investment Options
Our Approach to Investment Management
As a Certified Investment Management Analyst (CIMA®), we comprehensively cover all areas of personal and small business financial planning while constructing and managing custom portfolios tailored to each client’s unique situation.
The Areas of Financial Planning:
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Cash Flow & Debt Management
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Education Planning
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Insurance Planning & Risk Management
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Investment Planning
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Tax Planning
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Retirement Planning & Employee Benefits
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Estate Planning
Asset Management Basics:
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Custodian: Charles Schwab
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*Biblically Responsible Investing (BRI) Options
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Accredited Investor Offerings (e.g. Yrefy)
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401(k)/TSP Direct Management via Pontera
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Stocks, Bonds, Mutual Funds, and ETFs
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Money Markets, Cash Alternatives
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Models and Managed Accounts
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Thematic Investing & Direct Indexing
Our Stepwise Planning Process:
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Understanding your personal and financial circumstances
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Identify and select goals
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Analyze your current courses of action and identify alternatives
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Develop financial planning recommendations
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Present our recommendations
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Monitor progress and update your information
The Portfolio Construction Process:
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Understanding your personal and financial circumstances
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Identify and select goals
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Develop your personal Investor Policy Statement (IPS) to align Investor and Advisor
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Research portfolio and investment alternatives
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Present portfolio recommendations
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Implement portfolio recommendations
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Monitor, rebalance, and review
*BRI options are available from Inspire Investing and other resources
Ready to Learn More?
Discover how our expertise and values can guide your financial journey.