If you are looking for financial planning from a Christian perspective, please contact us for a complimentary "Get Acquainted" meeting so that you can learn about what we offer and see if our Biblical Financial Services will provide you with the guidance you are looking for.
Please note that our clients are required to have over $100,000 in invested assets.
If you are looking for Christian guidance on managing your debt or budget,
Helpful forms to prepare for your consultation:
Questionnaire - Please complete online or print and complete as much as you are able if you would like a review of your finances.
ADV - Review to learn more about our firm in this legal disclosure of our investment practices.
Contract - Outlines the services we provide, our management fees, and how our firm operates in managing retirement and investment accounts.
Feel free to contact us with your questions:
Toll Free: 877-422-4770
1100 S. Townsend Ave.
Montrose, CO 81401
Complimentary "Get Acquainted" Meeting
We offer a complimentary "Get Acquainted" meeting to describe our services,
and to see if our services are right for you. Please complete the form below.
Thank you for your interest in our services.