Category: Financial Planning

Welcome to Our New Home

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....
What to Look for in a Christian Financial Advisor

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...
Integrating Faith Into Your Finances

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...
Top 3 Benefits of Hiring a Christian Financial Advisor

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...
Texas Taxes and Your Estate Plan: What you Need to Know

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...
Tips for Estate Planning in Texas by Age

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...
Top 5 Texas Estate Planning Questions Answered

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...
Can Your Texas Financial Advisor Help With Estate Planning?

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...
Should you Combine Estate and Financial Planning?

Should you Combine Estate and Financial Planning?

Budgeting, saving, and investing are all integral parts of a good financial plan. However, all good plans involve diligent estate planning. Estate planning provides peace...
What is the Best Way to Avoid Estate Planning Errors in Texas

What is the Best Way to Avoid Estate Planning Errors in Texas

While creating an estate plan is a great way to ensure a smooth process after your death, creating a plan that avoids the most common...

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