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.


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

WMBDUS NewsYahoo NewsRetire Ahead

Every parent wants to see their children succeed academically, socially and financially too! But - a recent study found that 69% of parents are reluctant to talk to their children about money. Financial professional Phil Cooper talked with WMBD-TV about how we can help make finances less taboo and more “can do” and help our children be
financially successful.


  • Elementary
    • Talking about Money
    • Allowance
  • Junior High
    • Save Money
    • Budget Money
  • High School +
    • Student Debt
    • Credit Cards

For activities and more ways to talk to your kids about money click here!

Get to Know Our Team

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

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