We work with and support financial professionals, to help them grow and manage a successful practice for their clients and families.
We Make Doing Business Easy
Empowering Financial Professionals to Steward Resources in Alignment with God’s Purpose.
Strengths
- A leader in helping financial advisors grow kingdom companies
Intentionally building a biblically responsible platform - A leader in biblically responsible investment assets under management
- A leader in raising money for charitable and kingdom causes
- A leader in teaching biblical entrepreneurship and stewardship
- A leader in bringing biblically responsible investment to non-profits and kingdom businesses
Case Design
- Charitable Estate Planning
- Asset Allocation
- Estate Design
- Insurance Case Design
Technology
- Online trading platforms for stocks, bonds and CDs
- Bond Trader Pro
- Paperless scanning of back office
- Docupace
- DocuSign
- Riskalyze
- eVALUEator
- Fee-Based Tools
- Albridge
- eMoney
- Social Media
Other Benefits
- Debt free with 34 years of experience
- Broad product offering
- Solution-oriented approach to compliance
- Charitable trust administration
- Leaders are experienced in charitable case design, tax preparation, investment management and financial planning
Training
- Biblical stewardship training
- G.A. Repple Planned Giving consultants certificate
- Biblical entrepreneurship training
- Strategic business planning
- Referral training, MoneyTrax and infinite banking
- Business plan support
- Coaching support