Our Mission
We will bring biblical financial and life principles and influence to all whom God brings our way, being transformation agents in our clients’ lives for greater impact and freedom, and bringing a sense of clarity, confidence, and capability. We will provide servant leadership, creativity, relationship and capability through mutual accountability among ourselves and with our clients. Cr
eativity provides capability. We will shepherd clients with wisdom, discernment, care and compassion; being a place of wise counsel. We will help our clients live from the heart (wellspring of life) and make financial decisions in the context of their whole lives. We will be a resource to other advisors, locally and nationally, who share similar objectives. Securities offered through The Strategic Financial Alliance (SFA), a registered broker-dealer, member FINRA, SIPC. Financial planning services offered through Legacy Planning Advisors, LLC (LPA), a registered investment advisor. Certain professionals of LPA are representatives of SFA, which is otherwise unaffiliated with LPA. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.
