SERVING INDIVIDUALS

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

Investments

  • Investment Accounts
  • IRA, ROTH IRA
  • 403(b)
  • Endowments
  • Trusts

Consultation

  • Estate Planning
  • Asset Allocation
  • Personal Finance
  • Planned Giving

SERVING THE CHURCH

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

Mortgage Loans

  • New Construction
  • Purchase / Acquisition
  • Refinancing
  • Other Church Purposes

Investments

  • Reserve Fund Accounts
  • Endowments
  • Trusts

Education

  • Personal Finance
  • Estate Planning
  • Planned Giving
  • Fundraising
  • Campaigns