Certified Kingdom Advisor

Visit my Kingdom Advisors profile.

Biblically Responsible Investing

Learn how to worship the Lord with your resources by directing your investment strategies toward advancing His kingdom. You can also learn how to "vote" with your spending by checking out company scores on 2nd Vote on issues that matter to you.

The 5 Step Process

The 5 STEP PROCESS aims to improve your chances of reaching your goals, such as mitigating tax liability, preserving your assets, and simplifying your life.

Sketch Effect

If you only watch one video on financial planning, this should be the one.

Stewardship Moment

It's tax time, and this quarter's Stewardship Moment newsletter has some helpful tips and reminders. Read more here! Or visit the Stewardship page for past issues.

Investing Education

Our monthly newsletters, articles, and financial calculators provide a wealth of timely information.

Consultation

Call us today at (951) 246-4948
Hours of Operation: M-Th 9 AM - 4 PM; F 9 AM - 12 PM (Central) 
 


 
 
 
 
 

NOTE: The information being provided is strictly as a courtesy. These individuals or outside entities are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.