What people are saying.

“My family and I have confidence and peace of mind knowing that our financial future is headed in the right direction. I value Brad's ability to communicate ideas in an understandable way.”

— Murray Hachman, Client for 19 years

“I have worked with Tim for my family's personal finances and business finances over the past few years and have been blown away by his generosity of time and incredible support, especially in the growing of my small business. Tim has met with myself and my business partner numerous times to provide clarity, help us to establish realistic goals and to create a vision of where we are headed moving forward. This has enabled us to make wise and prudent financial decisions. If Tim recommends a new approach or resource, it is the first thing I read! I highly recommend working with Tim!”

— Rosanne, Business Owner and Client for 5 years

“Ray and I always feel good after a visit with Brad. With each meeting he helps us understand our finances more fully. We appreciate Brad's integrity and the spiritual dimension that he adds to the equation providing solid advice based on biblical values.”

— Ray & Marion Houlding, Clients for 18 years

“We are extremely appreciative and grateful for Brad’s expertise and friendship. Brad’s unique approach gave us a whole new perspective on life and helped us not only set financial goals, but successfully reach these goals so we could retire. Brad’s integrity and values give us confidence that he will guide us so we can continue to make the best financial decisions based on our life stages and lifestyle. It is obvious that Brad is passionate about his work and desire to help us. Words really can’t convey how highly we think of him. We continue to tell anyone who listens that he is by far the greatest life planner in the world and how fortunate we are to have met him.”

— Jan Radke, Client for 19 years