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Lifelong Guidance

Lifelong Guidance

Life is a wonderful gift, filled with moments that shape who we are and what we stand for. For me, it was a deeply personal life event that shaped my mission to be a person of significance in the lives of others. I experienced an unexpected tragedy when I lost my husband suddenly during the early building stages of our family life, leaving me to raise our sons as a single mother. My life changed in an instant, and I can admit—I was not prepared.

The journey that followed taught me an incredible amount. Not only did I learn about the financial aspects of supporting others, but I also discovered the many “real-life” elements that never appear on a financial plan or document, yet should never be overlooked. These lessons have equipped me to guide my clients through the different seasons of their lives with peace, clarity, and purpose.

Our heart matters—because out of the heart flows the springs of life.

I look forward to the opportunity to walk alongside you and help you navigate the seasons of your financial life with peace and purpose.  I will always, first and foremost, steward all that I do in the Spirit of Truth.

I look forward to meeting you.

You may have more flexibility in your 401k than you think

Recent updates may allow you to work with a personal advisor—while keeping your existing plan. I’m now an approved option on many retirement plans if you want more hands-on guidance.

Comprehensive Financial Advice you can rely on with trust and confidence

Comprehensive Financial Advice you can rely on with trust and confidence

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Inflation and Your Portfolio

Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Making a Charitable Contribution

Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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The Three Keys to a Great Password

The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Insurance

In today’s world everyone must have adequate health coverage. We specialize in offering Guaranteed Issued health, dental and life plans that are affordable and fit your budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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What Our Clients Have to Say

Have a Question?

Have a Question?

Allow Renee Grace Faison to prepare a wealth strategy for you.