Perhaps knowing if you are on track for your ideal retirement is important to you. Maybe you desire a clear understanding and vision of your finances. It may be that you need help with just one item such as rolling-over an old retirement plan, investing an inheritance, acquiring adequate life insurance or college education planning.
For those already in retirement, perhaps creating a souce of guaranteed* income would bring you peace of mind. Whatever your financial needs are - we have the experience, resources, and passion to help you succeed. If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
For those already in retirement, perhaps creating a souce of guaranteed* income would bring you peace of mind. Whatever your financial needs are - we have the experience, resources, and passion to help you succeed. If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Services
Making decisions regarding your financial future should be addressed with confidence in your financial advisor. Since 1998, Jeff Boutin and his support team has earned confidence and fostered long-term relationships with clients. The proof is in his clients and their consistent referring of us to people they care about.
Perhaps knowing if you are on track for your ideal retirement is important to you. Maybe you desire a clear understanding and vision of your finances. It may be that you need help with just one item such as rolling-over an old retirement plan, investing an inheritance, acquiring adequate life insurance or college education planning.
We expect that you will be doing most of the talking - we want to understand your own unique situation. We express any initial dangers or opportunities that we identify based on what you told us. If we all feel that needs should be addressed, we then talk about how you would like to proceed. Once an agreement is made on how you would like to proceed, we then discuss the various flexible options of working together.
Kingdom Advisors, founded by Ron Blue and Larry Burkett, exists to encourage, educate, and empower Christian financial professionals with biblical wisdom to be effective disciples of Jesus Christ in the marketplace. There is a reason why COMPASS "Money God's Way", Crown financial and David Ramsey suggest speaking with Kingdom Advisor trained attorneys, financial advisors, accountants and insurance professionals.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews (1)
Nicholas Butler
Jan 25, 2019
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Jeff is timely in response, experienced, and very insightful.
I contacted Jeff for a second opinion in regards to some ideas presented to me by a “financial representative” - essentially pushing to buy something I didn’t think was a good fit. After a quick email to Jeff, he made it clear he was easy to work with and ready to help; he suggested a safe course of action and gave explanations as to the reasons why.
I would definitely recommend Jeff - he saved me from a lot of potential trouble, was quick and informative, and provided everything I needed. 5 out of 5 stars.
I contacted Jeff for a second opinion in regards to some ideas presented to me by a “financial representative” - essentially pushing to buy something I didn’t think was a good fit. After a quick email to Jeff, he made it clear he was easy to work with and ready to help; he suggested a safe course of action and gave explanations as to the reasons why.
I would definitely recommend Jeff - he saved me from a lot of potential trouble, was quick and informative, and provided everything I needed. 5 out of 5 stars.
