Retirement Planning

for Christians

age 50+

- Lower Your Taxes

- Get Retirement Answers

- Investment Analysis

- Give More Tax Efficiently

Get Your Free Assessment →

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We Do Our Best Work With:

Retirees/Near Retirees

We specialize in working with families who are within 5 to 10 years of retirement or are already retired.
Disciplined Savers

Our ideal clients are diligent stewards who typically have $750,000 or more in their retirement nest egg.
Christian Believers

We are believers who share your values and have similar life goals. This allows us to move from math to meaning.
Delegators

We provide comprehensive planning and investment services so you can focus on what matters most to you.

Retirees/Near Retirees

We specialize in working with families who are retired, retiring, or planning for retirement.

Disciplined Savers

Our ideal clients are diligent stewards who typically have $750,000 or more in their retirement nest egg.

Christian Believers

We are believers who share your values and have similar life goals. This allows us to move from math to meaning.

Delegators

We provide comprehensive planning and investment services so you can focus on what matters most to you.

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

Get Your Free Assessment →

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!