Broker Check

Equip Yourself to Make Better Investment Decisions

Download Free Ebook

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Where Do You Want to Go Personally & Financially?

Overcome the very practical financial and emotional mistakes that will hinder you from achieving your dreams in life. Equip yourself with a system to make wise decisions.

Learn More

Contact Us Today for Help

If you're tired of trying to figure out your retirement planning & investments on your own, contact us today to eliminate confusion & follow our "Retirement Planning Solution System."

Learn More
Blog

Blog

The world we live in seduces us into thinking that more money is the answer to all our problems. Visit our blog Wisdom for the Wealthy to learn biblical principles of living and the power of an eternal perspective.

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn More
Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn More
What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn More
As Featured In....

As Featured In....

We understand how it feels to see the market dropping and not know whether it’s the beginning of another 2008 decline. Nobody should have to experience the painful emotions of fear & anxiety as it relates to their financial future. Click on the Logos below to read where Don Roork, CFP, CKA was quoted in the Huffington Post, Forbes, U.S. News and CNBC.