What We Do

We guide you through the many different processes of paperwork and legal gateways to establish a foundation of support for good. An effective will, an intentional estate plan, a meaningful endowment, and more are possible and accessible with our guidance.

We Coach & Guide

Our staff has over 50 years of experience walking through the process of wills, trusts, and estate planning with individuals and families like you. Join in any of our new online workshops to learn the process and begin your journey.

We Manage Investments

We diligently watch and care for the funds we hold. Each account exists to support lasting good in the world, and we exist to manage those accounts with integrity, trust, and wisdom.

We Invest in Lasting Good

We walk alongside individuals & families, churches & organizations; and we take the heart to make a difference for the Kingdom of God, and make it a long-term reality.