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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...
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 →
Estate Planning Webinar Recording
This webinar pertains to Estate planning & Wills & Trusts - With Tim Jordstadt –who has been a CPA for over 45 years and reps some the entertainment industry’s biggest names – With Dr. Richard Krejcir - who is a licensed and experienced Financial Consultant with over thirty years of experience - https://www.facebook.com/watch/?v=787728858627852 Here will... Continue Reading →
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 →
Urgent Notice to Small Business Owners; you Must Buy State Mandated Retirement Plans!
Note: This article will be updated as new information is made available. The law starts in three stages. First, June 30, 2020, for companies with more than 100 employees. Then, on June 30, 2021, for businesses with more than 50 employees. The third stage will go into effect on June 30, 2022, for employers who have five or more employees.... 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 →
What is the Difference Between a Financial Professional and a Financial Advisor?
In my career, I have been licensed and employed at both, and there are many similarities. Such as helping people with their retirement, investing, financial planning, money management and so forth. However, there is a key difference in what is called “captivity,” as well as how we engage a client and how we make our... 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 →
Developing a Stewardship of your Attitude
“May the God who gives endurance and encouragement give you the same attitude of mind toward each other that Christ Jesus had, so that with one mind and one voice you may glorify the God and Father of our Lord Jesus Christ.” Romans 15:5-6 In this passage, Paul lays out some social skills we all... Continue Reading →
