104 South 3rd Street,
PO Box 417,
If your question is not listed below, please contact us so that our team can assist you.
Absolutely. We have acted as fiduciaries since before “fiduciary” became a household term. Acting in your best interests requires us to truly understand your needs, desires, and current situation. In order to help you get from Point A to Point B with the least amount of risk required means we really need to understand just exactly where Point B is. “Start with the end in mind.” That is why we emphasize that we will work together to Plan with Purpose. We are in this together. Your success is our success.
Routine reviews and updates are imperative. However, not everyone needs to meet with us as often as others. We want to meet with everyone at least once a year. If your situation requires more frequency, we will plan to meet every quarter. Of course, we can always be available on an as needed basis beyond our regularly scheduled reviews.
Both are financial professionals. However, a Certified Kingdom Advisor® received additional training in biblically wise financial advice. Thankfully, you don’t have to choose. Our founder, Cameron Collier, is both a Certified Financial Planner™ and Certified Kingdom Advisor®.
Great question. Like many answers in the world of financial planning, “it depends.” While we largely prefer fee-based advisory arrangements, these aren’t always the best solution for clients. Sometimes, a commission arrangement can be a better fit if the client isn’t looking for active management of a specific account. That said, we do prefer a uniform fee advisory arrangement because we feel it truly places us on the same side of the table. Sometimes in a fixed insurance situation, the product company pays the commission directly to us. In any situation, it is important that the client see and understand how the advisor is being compensated.
No. Everyone can benefit. Finances will always be part of your life. With a plan in place, you’re set up for success today and tomorrow.
It is our emphasis and desire to help others steward well. We want to serve you well, but we also want you to serve well. You are the pilots. We are the navigators. Our job is to equip you with the best knowledge, tools, resources, and advice so that you can make qualified and confident decisions about the resources entrusted to you.
No. We love to work with everyone who is concerned about stewarding their resources well. However, as it relates to the questions above, the size of the account will likely determine how much we are compensated and therefore how much of our time needs to be allocated to you. We value all of our client relationships, but it only makes sense that those who are paying us more are “buying” more of our time. We need to be realistic and set expectations early as to how much time we can commit to each relationship.
No, not at this time. And we aim to keep it that way.