We genuinely love what we get to do, and we also love our clients! Relationships are the foundation of our practice, and we do not take that lightly.
Not only do we value and uphold your best interests, but we are also legally bound to do so. We are held accountable for any and every decision we make.
As a Christ-centered company, we seek integrity in every area of our lives. Transparency and honesty about how we operate are high standards that we hold ourselves to.
Being independent means that we work for YOU, and no one else! Because we don’t represent any one fund company, we are free to make recommendations that best fit your needs.
Together, our team has a combined total of 15 years serving hundreds of clients. However, rather than resting on our experience,we choose to be actively learning about this evolving industry and finding new ways to improve our clients’ financial outcomes.
Technology plays a huge part in making our recommendations clear, understandable, and accessible. We desire to give you peace of mind by streamlining our process as much as possible.
The Bible refers to us as stewards or managers of all the resources God has entrusted to us. One aspect of financial stewardship involves our saving and investing for the future.
Taxes greatly impact your financial plan during your career and retirement. To maximize tax efficiencies, we’ll evaluate your current financial standing and search for better tax strategies.
You may be surprised to learn that successful goals-based investing can be a lot like spending a day at the beach. When you go to the beach, you expect mostly …
This article will show you how to start paying down debt, build emergency cash reserves, and still set aside money for investing.
In August, we celebrated the end of our first year as a firm! The realization of Terrier Financial Group from a dream to reality has been an amazing, challenging, and …
The new COVID-19 stimulus bill just signed by President Trump includes welcome tax relief for retirees: The required minimum distribution rules for Individual Retirement Accounts and 401(k)s are waived for 2020. …
The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one …
