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Downtown Office

101 N Main St, Suite B (rear)
Bluffton, OH 45817


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Our Process

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CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

We can offer Biblically Responsible Investing (BRI) to clients who are interested. We believe that many Christians, if they knew what their current investments were supporting -- things such as pornography, abortion, gambling, and more -- they would want a better alternative. Our free screening report will tell you how much of your current investment dollars support things that are contrary to your values. "It's your money...shouldn't it reflect your values?"

What Matters Most

Take care of loved ones with detailed estate planning.

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Financial Strategies

A sound financial roadmap is just the start

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Life’s Milestones

Financial advice for every situation

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