Our Vision:
To be a champion for estate plans that strategically integrate charitable giving, resulting in legacy plans that expressly articulate God’s faithfulness in a life, and pave the way to even greater levels of faith and obedience from succeeding generations.
Our Mission:
Utilizing a professional, biblically informed approach we serve as a guide to carefully designed estate and legacy plans that in their conveyed charitable intent expressly benefit LeTourneau University in its work of raising up men and women who see their life’s work as a holy calling, making mission fields of every workplace in every nation.
Our Distinctives:
- Service: Professional estate and charitable gift and legacy planning services - that places others and their financial needs and intentions first.
- Solutions: Creative strategies to transforming any given family’s goals into a compelling reality that inspires others and enables them to achieve!
- Support: A comprehensive, trustworthy approach, always of the highest integrity, that grants peace of mind in and with the chosen plan solution.
- Savings: Knowledgeable assistance that seeks to do more with every dollar, so that families are cared for and cherished ministries are supported as desired.
What We Value:
- Relationships - rooted in trust and integrity, and in our priority of service
- Legacies - impactful compelling narratives that encourage, inspire, and facilitate
- Scripture - biblically patterned, purposeful estate planning that honors the Lord
- Stewardship - exemplary trusteeship of everything that is entrusted to our care
