SERVING INDIVIDUALS                                     

Investments

Consultation

Investment Accounts

Estate Planning

IRA, ROTH IRA

Asset Allocation

403(b)

Personal Finance

Endowments

Planned Giving

Trusts

We benefit individuals by being a resource that strengthens Biblical Money Management.

 

                                                            SERVING THE CHURCH                                         

Mortgage Loans

Investment

Education

New Construction

Reserve Fund Accounts

Personal Finance

Purchase / Acquisition

Endowments

Estate Planning

Refinancing

Trusts

Planned Giving

Other Church Purposes

Fundraising

Campaigns

We benefit the church by being a resource that strengthens Southern Baptist ministries