Retirement Planning
for Christians
age 50+
- Lower Your Taxes
- Get Retirement Answers
- Investment Analysis
- Give More Tax Efficiently
- As Seen In -
We Do Our Best Work With:
You Have Questions
- Can I afford to retire?
- How much can I safely spend?
- How do I create a paycheck from my portfolio?
- Could I pay less in taxes over my lifetime?
- Am I invested the right way for retirement?
- How much should I have in stocks versus bonds?
- Am I paying too much for my investments now?
- When should I take Social Security?
- Should I be considering Roth Conversions?
- Could my charitable giving be more tax-efficient?
We Have the Knowledge to Guide You
- Retirement timing guidance
- Sustainable retirement spending strategies
- Regular paychecks in retirement
- Tax savings strategies
- Smarter investment strategies
- Tailored Social Security strategies
- Roth conversion analyses
- Tax-efficient charitable strategies
Hi, I'm David Dodd, CFP®, CKA®
Founder // Financial Planner
I'm a Certified Kingdom Advisor™ and CERTIFIED FINANCIAL PLANNER™, committed to helping Christians retire successfully and steward well.
The Bible is full of timeless wisdom and practical principles. My goal is to build on this solid foundation for myself and my clients, filtering our finances (like all things in life) through the lens of our faith.
Learn more about out our services, our unique "flat fee" approach, and access our free educational videos/resources. When you're ready to get started, book your complimentary 20-minute intro meeting as a part of our Free Retirement Assessment!
Biblical, Trustworthy and Affordable
Biblical Approach
Transparent Flat Fee
Fiduciary Advice
Mt. Vernon, IN & Fully Virtual
