Our Purpose:

We exist to serve by shining brightly into the lives of our clients & the communities we serve.

Our Mission:

Our Mission is to inspire, equip & guide our clients in becoming Faithful Stewards of the resources of time, talent & treasure entrusted to their care. Additionally, we seek to advance the work of worthy Christian churches and para-church ministries by encouraging charitable giving.

Our Vision:

To that end, we will strive to:

• Honor God in all of our dealings with others.
• Provide honest, objective & Godly counsel to every client all of the time.
• Provide valuable, innovative & cost-effective stewardship-based Planning & Asset Management services and do so with excellence.
• Provide eternally valuable services through our relationships with others, valuing what God values: salvation, discipleship & service.

Accountability
To hold us accountable to our Mission & Vision commitments and steward leadership of the company, we have both a Council of Advisors and a Client Advisory Board that meet regularly. Additionally, if ever you ever observe us failing to meet these commitments, we invite you to personally contact CEO Rick Laymon to discuss your concerns.