The majority of our clients are current or former Publix Associates
In 1999, Mike Henderson retired from Publix as a Bakery Manager. Back then the ESOP and Profit Sharing were still separate programs. Going through the distribution process himself and having no experience or professional guidance with Publix' distributions at the time, Mike is passionate about helping other Publix Associates avoid the mistakes he made, and still sees people making today.
Most of our clients initially began working with us because they felt it was time to begin preparing for their next fast approaching crossover point - Life After Publix - and to see where they were in relation to their goals.
Because of the knowledge and experience we've accumulated since then, over 80 percent of our clients are from Publix.
We work with those approaching the finish line of a career.
Because the planning we've done for our Publix clients is highly transferable to anyone approaching retirement, our knowledge and experience enables us to work with people from many other professions seeking advice concerning where they are, where they want to be, and how to get there.
Whether you're a employee who has been saving and accumulating over many years, or a business owner trying to determine an exit strategy, we can help you determine where the finish line is and how to get there.
We work with those seeking financial advice from a biblical worldview.
Because people are personally and financially motivated by what is most important to them and by what they believe to be true, our comprehensive approach is always tailored to our clients values.
For people with a biblical worldview, it may be difficult to find an advisor with the same set of values and worldview to provide you with the advice you're seeking.
As a Certified Kingdom Advisor (CKA®), Mike has been trained, and is committed to being a person of character. One who can provide you with advice from a biblical worldview on how to best manage what God has entrusted to you.
We also work with those who are still building wealth
Because we offer true financial planning for a flat fee or monthly subscription - separate from asset management - we are able to help those who are still building wealth and want to ensure all of their future potential crossover points are covered. Our process enables us to provide the advice they need as they seek to accumulate wealth and protect their family.
These clients may not have access to a traditional financial advisor because they lack the initial minimum investment amount, but still want help setting and tracking progress toward their goals and addressing any gaps that may exist.
This would also include business owners and non-profits providing retirement plans to their associates like SEP IRA's, Simple IRA's, 401(k)'s and 403(b)'s.