Moving Forward, Giving Back with Our Monthly Giving Program

    We are committed to serving our community and our clients. We dedicate our gifts of time, talent, and treasure to many deserving charitable organizations throughout our communities.  

    We established a monthly giving program that allows us to benefit charities. Each month we make a $750 donation to an organization selected by a team member, always keeping in mind the charities suggested by our clients.

    As of June 2024, we are pleased to announce that we have donated over $100,000 to charity!  Richard Beebe, CFP® has chosen to donate to Straight Ahead Ministries. Straight Ahead Ministries exists to transform the lives of juvenile offenders.  Their vision is to create an international movement by working in partnership with organizations, youth service agencies, businesses, churches, our supporters, volunteers and affiliates to provide resources, support and services for youth around the world.

     

    Straight Ahead Ministries
     

     

     

     

     

     

     

     

     

     

     

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