As a Certified Kingdom Advisor®, Bill approaches your finances differently than most larger firms. Using his expertise in values-based investing and a wealth of resources from Kingdom Advisors, he will help you align your financial plan with the things you care most about. Bill takes a unique approach by breaking these values down into three key areas:
In retirement, you’ll have some more time on your hands. We’ll help you find ways to spend it wisely, whether that’s with your family or giving your time through volunteering or ministry.
God has given you so many wonderful gifts and talents that you can use to bless others in retirement. Keep doing the things you love in your golden years—and honor God by doing so!
God has blessed you and your family with an abundance of resources. In retirement, it's important to be good stewards of these resources. Bill and his team have valuable tools and experience to help you navigate your financial plan, including charitable giving opportunities.
As a Certified Kingdom Advisor, Bill has the ability to integrate your faith into your financial picture. That way, your investment portfolios and retirement plans can align with your values. CKAs like Bill help you choose investments that honor God and seek to make the world a better place. They also help you create a generous retirement plan that places value in your time, talent, and treasure.
Bill’s clients say time and again that he is the most communicative advisor they have ever worked with. He gives particular time and attention to each of his clients. You deserve a financial advisor who is attentive to your needs—and your values.
Our team of financial advisors has helped hundreds of Green Valley families understand their financial situation so they can steward their relationships, hobbies, and wealth without worry. We’re a certified fiduciary, meaning we can provide objective advice that’s in your best interest. From planning for the future to executing your plan when you retire, our team will walk with you and ensure that you are ready to spend your golden years in a way that reflects your values.
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