Leave a legacy of generosity.

Make a plan to care for your loved ones and use your resources to share the Gospel beyond your lifetime.


Plan for the future on your own terms.

You can’t control the future, but we can help you choose how your resources will be used. Our team is here to guide you through asset decisions with practical guidance and a missional focus—so you can have peace of mind knowing your wishes will be honored and your life’s work will support causes dear to your heart.

Christian Social Screening

Work with a team that shares your Baptist values and supports your ministry goals. Have confidence your resources won’t support organizations or causes in conflict with your beliefs.

Below-Market Cost

As a ministry, our goal is to make a Kingdom impact, not a profit. That means you can enjoy a complete package of investment management, administration, and fiduciary oversight at a lower cost.

Professional Management

Enjoy a seamless estate planning process with ongoing support from a team of experienced finance professionals you can trust.

During your free consultation, we’ll discuss:

Asset Distribution

Powers of Attorney




Health Care Directives

Make a plan today.

Here’s how it works:

Schedule a free consultation 2
Step 1

Schedule a free consultation.

Solution that works for you 2
Step 2

We’ll build a solution that works for you.

Leave a legacy of generosity 2
Step 3

Leave a legacy of generosity.

Take your first step.

Don’t wait until you don’t have a choice. Schedule a consultation today to start planning for the future on your own terms.