Company description
We’re a team of financial advisors, retirement and estate planners serving individuals, families, non-profits, and small businesses from a Christian worldview. Our professionals know the financial planning life cycle, and are equipped to help you with everything from asset management and investment planning, to legacy planning. We consult with non-profits to help them succeed with planned giving programs, and help businesses with succession planning, employee benefits (such as retirement plans), and more.
More details
- Services Provided
- Financial planning, retirement planning, estate planning, asset management, business consulting, investment advice, charitable giving, wealth management, non-profit consulting, strategic planning, succession planning, investment portfolio management, legacy planning, planned giving services, pension planning, employee benefit consulting, employer services
- Products
- Investment accounts, educational seminars, small business health insurance, family life insurance, disability insurance, endowments, annuities, college savings accounts
- Associations
- The Lancaster Chamber of Commerce & Industry; Individual advisors are members of various organizations: International Association of Advisors in Philanthropy (AiP), Partnership for Philanthropic Planning, Christian Leadership Alliance, Kingdom Advisors, National Association of Christian Financial Consultants (NACFC), National Association of Health Underwriters (NAHU)
