The “215 Story"
The 215 ("Twenty-One Five") in our name was chosen for a very special reason. It is one of the most foundational financial principles in the Bible, which uniquely defines what we do as a wealth management firm. This wisdom is found in the book of Proverbs...
"The plans of the diligent leads surely to plenty,
but those of everyone who is hasty, surely to poverty"
-- Proverbs 21:5
While we are not in business to proselytize our Christian faith, we believe it’s fair to disclose that our faith is a part of who we are, and therefore, it does show up in the work we do.
Whether you study timeless Biblical teachings or not, we believe the truth and wisdom of Biblical financial principles are hard to ignore. Here are a few others you may want to consider:
Spend Less Than You Earn
“A wise man saves for the future, but the foolish man spends whatever he gets”
- Proverbs 21:20 (LB)
Minimize The Use Of Debt
“Just as the rich rule the poor, so the borrower is servant to the lender”
- Proverbs 22:7 (LB)
Seek Wise Counsel
“The way of a fool is right in his own eyes, but a wise man is he who listens to counsel”
- Proverbs 12:15 (NAS)
“Honor the Lord with your possessions and with the first-fruits of all your increase…”
- Proverbs 3:9 (NKJV)
Plan For The Future
“The plans of the diligent lead surely to plenty, but those of everyone who is hasty, surely to poverty”
- Proverbs 21:5 (NKJV)
Invest Long-Term, Diversify, Do Not Speculate
“Cast your bread upon the waters, for you will find it after many days. Give a serving to seven and also to eight, for you do not know what evil will be on the earth…He who observes the wind will not sow, and he who regards the clouds will not reap …In the morning sow your seed, and in the evening do not withhold your hand; for you do not know which will prosper, either this or that, or whether both alike will be good.”
- Ecclesiastes 11:1,2,4&6 (NKJV)
Pass On A Living Legacy
“A good man leaves an inheritance to his children’s children…”
- Proverbs 13:22 (NKJV)
Remember That Life Is Short
“Set your house in order, for you will die…”
- 2 Kings 20:1 (NKJV)
How Can We Help You?
We appreciate your interest in us. Due to the very special way we work with people, we are only able to work with a select number of clients who match a unique character and financial profile. To help you determine if we might be the right firm for you, we’ve posted our Ideal Client Profile on this website.
If you match our profile, we invite you to inquire about a no-cost, no-obligation initial interview to explore the potential opportunities in working together. We can be reached at (800) 215-LIFE (5433). We look forward to speaking with you.