At Kingdom Purposes,

Our Purpose is
Your Retirement.


 

Our promise to you is that during your pre-retirement and retirement journey, you will never be without a plan and a team to walk alongside you every step of the way.

Get started in 3 easy steps:

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Five-Step Retirement Blueprint Process, we’ll examine your current financial situation and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.

Attend a Live Event

Attend one of our informational events to learn more about retirement income strategies, wealth management and more.

UPCOMING EVENTS:

No events are scheduled at this time. Please check again soon!

Spark Joy
This Spring

by reducing financial clutter. Just like you do spring cleaning around your house, take the time to tackle your finances too. Financial professional Phil Cooper talked with WMBD-TV about 5 tips to help tidy up your finances this spring.

 

  1. Sweep Out Spending Habits
  2. Catch Up On Late Payments
  3. Brush Up on Your Retirement Goals
  4. Tidy Up Your Accounts
  5. Take Out the Trash and Go Digital

CLICK HERE to find out how long to keep financial documents

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.

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