Biblical principles for financial and asset management. Unique tax policies for Christian church pastors (W2 forms, etc.). Retirement planning consultation.

Retirement planning for peaceful financial life.

Tax strategy and business formation planning.

Investment and family risk management solutions.

Estate planning and wealth transfer for net wealth favorable purposes.

Real estate investment consultation, which includes, but is not limited to, multifamily deal hunting, hands-free solutions, and exit strategies.

Investment and equity management solutions for young professionals, parents with high school students, pre-retirees, and seniors.