Pursuing a Retirement that Works

Pursuing a Retirement that Works

What if we redefine our objectives and trade the chronological path for an integrated life of learning, productivity and fulfillment?


Becoming a Wise Investor — Part 1 of 3

Becoming a Wise Investor — Part 1 of 3

What is often missing is a basic understanding of how to build wealth prudently and make it grow effectively over time...


Don’t Forget to Save for College

Don’t Forget to Save for College

In this column, I want to focus on the benefits and restrictions of investing into education-specific plans such as 529 College Savings Plans.


What do you have that you did not receive?

Acknowledging that everything we have is received from God, instead of asserting our own superiority, is much more beneficial as shown by these four underlying…


Shemitah Years & Blood Moons Oh My!

Shemitah Years & Blood Moons, Oh My!

If you are basing your decisions on fear or rumor, be diligent to check for truth. Open the word of God and see for yourself….


Raising Money Smart Children Christian financial advisor san diego

Raising Money Smart Children

The way we handle money is more often than not greatly influenced by the money habits we learned growing up.


A Game Plan for 2015

A Game Plan for 2015

Make it your goal this year to address these areas, if you haven’t already, and you will be amazed at the results when December rolls around!


Keep the Woe, Woe, Woe Out of your Ho, Ho, Ho

I’m hoping to offer you a few simple antidotes for your money woes with the hope it may help keep you centered on the wonder of Christmas


Selecting a Financial Professional

Selecting a Financial Professional

Several fundamentals should be at the core of every professional relationship you consider. These include:


The Power of Possessions

The Power of Possessions

People experience great joy when living out stewardship principles and it is compounded when we learn how to maximize that impact.


Empowering Women

Empowering Women

With women earning more, inheriting more, and controlling more, it's important to be prepared for the responsibility of wealth management.


The Power of ONE

The Power of ONE

There are 360 degrees and every one of them matters. Pick just “one degree” today that will focus your financial life on long term impact.


Is your family set up to succeed or fail?

9 out of 10 traditional inheritance plans will fail… That’s 90 percent — and most of them in the first generation.

Complimentary Guide

Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy