Our Services
Financial Planning
"For which of you, desiring to build a tower, does not first sit down and count the cost, whether he has enough to complete it? Otherwise, when he has laid a foundation and is not able to finish, all who see it begin to mock him, saying, ‘This man began to build and was not able to finish.’" - Jesus Christ (Luke 14:8)
We strongly believe that financial planning is both biblical and foundational to achieving your stewardship goals. We can help you live life on purpose by building your financial plan. It is the key to working with us. Partner with Two Pillars to serve as your Wealth Navigator to help take your wishes from being just daydreams to clearly defined goals. Where do you want your financial roadmap to take you? Schedule Your Complimentary Financial Roadmap Session Today!
We can work with you on a one-time project or monthly subscription basis to help you achieve your financial goals. Let's get started!
Basic Estate Planning
“Wisdom is good with an inheritance, an advantage to those who see the sun.” – Ecclesiastes 7:11
An Estate Plan fulfills the legacy of a Financial Plan when you are gone and helps create a peace of mind that you have wisely planned ahead for your heirs and other charitable goals.
Our goal is to provide a simple and secure solution for your future. We are proud to offer a cost-effective online estate planning solution.
We have developed a relationship where our office can coordinate information virtually to help provide you with an estate plan in a time-efficient and cost-effective manner. Your estate plan is then prepared and reviewed in less than a week by industry professionals (estate planners / attorneys) to give you a professional estate plan.
Estate Planning Financial Services package includes:
Revocable Trust
Property Agreement for Community Property States
Financial Power of Attorney
Certification Of Trust
Deed(s) for Real property
HIPAA Release
General Transfer
Medical Power of Attorney or Advance Health Care Directive
Will
Guardianship (if necessary)
Asset Mapping
Every Estate Plan that we coordinate has the ability to also include information that addresses conduit language for IRA’s, opportunities to convert shares to a Special Needs Trust or postpone distribution in exceptional circumstances (example: drug use), state-specific requirements, flexibility plan for unknown changes in State and Federal Estate Tax Law, and more.
Pro-USA Investing
God – Family – Traditional American Values
"So, whether you eat or drink, or whatever you do, do ALL to the glory of God..." - 1 Corinthians 10:31
Our ideal clients believe that this command also pertains to investing. In an effort to assist those who take their stewardship responsibilities seriously, and to also help address their convictions, our investment process includes values-based screening to determine if our client's portfolios are aligned with their worldview. We utilize both specialized technology as well as our proprietary research process to make these determinations.
We believe in identifying companies that engage in business activities that contribute to:
The promotion of liberty and traditional American values
The protection of our families & national security
We believe these types of companies should be core long-term holdings in our customized stock portfolios as they are most inclined to reap the benefits from sowing goodness into our society.
"Do not be deceived: God is not mocked, for whatever one sows, that will he also reap." - Galatians 6:7
Those companies who do otherwise we consider weaker investment opportunities that should be avoided as they are not aligned with our investment thesis in the long run. As a result, we avoid investments in leftist-leaning- woke-companies that are a threat to our nation. NO ESG AGENDA. EVER.
What is ESG?
“ESG stands for Environmental, Social, Governance and is used as an investment strategy to “encourage” organizations to “act responsibly.” ESG works by analyzing organizations across three criteria — their environmental footprint, their stance on social issues, and internal corporate governance.
However, political activists use ESG as a way to drive a progressive agenda and ideological allies in the business community help push this agenda through economic coercion and ignoring democratic processes.
“ESG is a highly subjective political score infiltrating all walks of life forcing progressive policies on everyday Americans resulting in higher prices at the pump and at the store.”
Our Money Our Values – Educating Americans on the Dangers of ESG
“What we view as a marketplace our enemies view as a battlefield.” – Kevin Freeman, CFA | Economic War Room
TIME TO ALIGN || WEAPONIZE YOUR WEALTH