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Working With a Faith-Based Financial Advisor
At some point in our lives, many of us will try to plan for our financial future—and finding someone you can trust with that responsibility...
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Five of the Best Bible Verses About Investing
Many high-net-worth individuals prioritize their faith-informed values when making decisions about investments. At the same time, it can be challenging to know which biblical teachings...
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Welcome to Our New Home
Thank you for stopping by! Whether you’re an existing client or visiting us for the first time, we’re glad you’ve found our newly improved website....
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What to Look for in a Christian Financial Advisor
When it comes to handling your finances, knowledge, and expertise are paramount. But when it comes to choosing a financial advisor, understanding their values is...
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Integrating Faith Into Your Finances
While your religion and your finances may appear to be separate entities, like everything else in life, they are intertwined. As many Christians wonder, how...
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Top 3 Benefits of Hiring a Christian Financial Advisor
When choosing a financial advisor, choosing someone who understands your background and what you value is important. This is why Christian financial planning is so...
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Texas Estate Planning and RMD Changes you Need to Know for 2023
Like many of the topics that comprise financial affairs, there have been notable changes that went into effect recently that could alter your estate and...
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Changing the Investing Strategy in 2023
I feel my investing is stuck. How do I get out? We have to remember that traditional investing includes three distinct asset classes – stock,...
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Texas Taxes and Your Estate Plan: What you Need to Know
While there are no Texas estate taxes, residents of the Lone Star state may possibly still be subject to federal estate taxes. For Texas residents...
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Tips for Estate Planning in Texas by Age
Estate planning is neither just for the wealthy nor those nearing retirement. Planning your estate is something that everyone needs to do, and it’s highly...
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Top 5 Texas Estate Planning Questions Answered
When it comes to estate planning, there are a lot of questions that people have. What is the process? What happens if I don’t have...
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Can Your Texas Financial Advisor Help With Estate Planning?
While an estate planning attorney is certainly an integral part in planning out your estate, your financial advisor can also play a key role in...
