Who Are We? What We Do?

We are a non-profit think-tank and research center that uses our skills and service to better families, churches, ministries and small business the proper protection they need. We have academic researchers who look for the best for our people and we also have people who work at a full-service Brokerage Firm, with licensed agents, CPA’s, Lawyers in all areas of finance, insurance and business...

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Financial Planning Seminars

We offer Free Financial Planning Seminars in the Southern California Region. Our lead speaker used to be a Financial Planner and trainer at a major bank, and currently works in the insurance industry as a Financial Trainer with a Ph.D. in stewardship and is licensed. These seminars are done at churches, community and civic groups... Continue Reading →

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The Stewardship of Time

“Be very careful, then, how you live—not as unwise but as wise, making the most of every opportunity, because the days are evil.”  Ephesians 5:15-16 How do I know about time management? As I write this, I am balancing three fulltime jobs, homeschooling my son, as well as being an active Boy Scout leader. When I was in... Continue Reading →

Understanding Estate Planning

Introduction The old adage, there are only two things that are certain in life, death and taxes. Perhaps so, but we can manage both of these with a good plan and then you can be at peace with your estate. Estate planning is the process of anticipating and arranging a family estate, or a person’s... Continue Reading →

Are Annuities Bad for Retirement?

Are Annuities Bad for Retirement? There is a common objection about Annuities; I would like to clear up. It goes like this: “Annuities are terrible because when you die, the insurance company will stop the payments and they will keep the rest of your money.” Is this true or false? Many securities people do not... Continue Reading →

Money is a Tool!

“Be diligent to know the state of your flocks, and attend to your herds.” Proverbs 27:23 When we view money as a tool, we can be diligent to create plans and prioritize them. If we need a new car, how we will go about it? Choose by desire or is there a better way. We... Continue Reading →

Developing Personal Vision

Have you ever thought that your outlook on life is a part of your stewardship too? “You desire but do not have, so you kill. You covet but you cannot get what you want, so you quarrel and fight. You do not have because you do not ask God. When you ask, you do not receive,... Continue Reading →

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