Our Services

"Riding the roller coaster" of the market is right for many age groups, but doesn't always lead to peace and low stress for retirees. Whether you're looking to build and save for your future, or ready to preserve and spend now, we'll help create your right path. Active asset management can assess accounts on a day-to-day basis to create opportunities for those seeking returns and income today, while ongoing analysis of the market's tens of thousands of fund options ensure our savers are invested in the best of the best.  

One important distinction to Thrive Stewardship is providing our clients with the option to approach planning and finances with a Biblical perspective. If Faith has been absent from your finances in the past and you want your actions and character to reflect who He made you to be, we have guidance and principles to help. A starting point for many families includes Faith-based planning that starts with generosity and living a debt-free lifestyle.

A proper retirement plan requires the analysis of all factors in your life and your goals for the future identifying your Wants, Needs and Wishes. Do you want to start a business? What retirement vehicles should you contribute to? Will your retirement focus more on fun experiences or more on free-time? Will you retire in the same state that you are currently living? These questions and many more will shape your retirement plan.

If your family relies on your income or your care, it’s critical to consider having enough life insurance to provide for them in the event you were to pass away. But too often, life insurance is an overlooked aspect of personal finances.

In fact, according to a study conducted by LIMRA, which closely follows life insurance trends, less than half of U.S. households say they have individual life insurance coverage, and 40% of Americans say they need more coverage.

Long-Term Care can include everything from assistance with activities of daily living—help dressing, bathing, using the bathroom, or even driving to the store—to more intensive therapeutic and medical care requiring the services of skilled medical personnel.

Long-Term Care may be provided at home, at a community center, in an assisted living facility, or in a skilled nursing home. Do you know what assets or insurance you need to be prepared?

Trust services are offered in-office so that we can directly help manage assets correlated to the Trust that abide by YOUR estate plan. If you answer "Yes" to any of the statements below, you may need a Living Trust:

• I want my family to avoid Probate
  
• I own a home or other real estate
  
• I have minor children
  
• I value my privacy
  
• I want to leave a loving legacy