Personal Plans

  • Retirement Planning

  • Investment Management

  • Legacy Planning

  • Tax Strategies

  • Tax Strategies

    Taxes are a key component of your financial plan, by applying tax-efficient strategies, we are able to help you keep more of what you earned. We provide guidance regarding tax consequences in both everyday financial decisions and significant life events.

  • Retirement Planning

    Retirement planning involves setting goals, estimating expenses, and creating a plan to ensure that your decisions accurately reflect your personal values. Planning ahead helps address challenges such as rising taxes, managing market volatility, increasing healthcare costs, and adapting to changing circumstances.

  • Investment Management

    Our investment management focuses on generating income, preserving capital, managing risk, and optimizing tax efficiency. By understanding your plan and values, we help build a comfortable and financially secure retirement.

  • Legacy Planning

    Legacy planning goes beyond traditional estate planning. It is a personalized strategy to preserve and pass on not just assets but also values, and wisdom. This holistic approach ensures a lasting impact on future generations, creating a meaningful and enduring legacy.

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We help you experience financial freedom by integrating biblical wisdom into comprehensive retirement planning, tax strategies, and investment management.

FAQs

  • CERTIFIED FINANCIAL PLANNER ® 

    Most people think all financial advisers are “certified” but this isn’t true. Just about anyone can use the title “financial adviser”. CFP® professionals have met rigorous qualifications for financial planning and must acquire several years of experience related to delivering financial planning services to clients. To maintain a CFP® designation, 30 hours of continuing education must be met each reporting period. 

    CERTIFIED KINGDOM ADVISOR ®

    The CKA® designation is a Christian financial professional who has been trained to help their clients integrate their Christian values into their financial decision making. CKA® professionals must complete an educational program, pass a comprehensive exam, and fulfill continuing education requirements.

  • As fiduciaries, we eliminate any possible conflicts of interest with no hidden fees. That is why we are a fee-only firm that includes all of our services. We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account monthly.

  • You should consider a wealth adviser if you are a retiree or someone planning for retirement who wants expert guidance to optimize your financial situation, make informed investment decisions, and ensure a secure and comfortable retirement.

  • Our services are best suited for those approaching or in retirement. However, our complimentary meetings are for anyone who wants to learn more about their personal situation.

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eBook of “Your Retirement, God’s Kingdom”

Lombardozzi delves into practical aspects, offering a roadmap to successful retirement planning rooted in biblical wisdom. From tax strategies to investment management and legacy planning, he provides tangible ways to enhance financial well-being. With a commitment to real application, this book empowers readers to ask the right questions and make improvements in their retirement planning.