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Values

Blessing

We work hard to be a blessing to our clients, the world, our team, our God, and His Church. Our mission, Dollar for Dollar™ Giving Pledge, and our character all serve to advance this goal.

Excellence

Our clients and our God deserve our best, so we strive for excellence in everything: service, performance, planning, and character.

Stewardship

As it states in the Bible, God owns it all. We manage His resources according to His values for His glory and are thus stewards of the assets that God has entrusted in our care.

Transformation

We work hard to inspire positive financial, cultural, and spiritual transformation by advancing the Biblically Responsible Investing movement and teaching biblical financial principles.

We believe that good values and good business go hand in hand, and our B.E.S.T. Values drive everything that we do. We wouldn’t be the impactful organization we are today without the grace of our Lord, the support of our community, or our value-driven investments. We strive to serve in the name of God, and our B.E.S.T. values are at the core of everything we do. If you hold yourself to similar values, a Godly partnership may be in our future.

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CFP Insurance Services Financial Adviser