Our Story

When you’re confident about your finances, you can begin to live abundantly – which means you can live generously, too.

We’ve built our process around what we see as the four most central life questions, which provides a distinctive structure and perspective to the wealth planning process.

It enables us to help you make decisions, make progress, and move toward not only building your wealth, but using what you have to live an abundant and generous life.

The Four Most Central Life Questions

What We Stand For

By helping you answer these key questions about your life, our aim is to guide you to a place where you’re content with what you’ve accomplished.

 
We stand against fear, because:
  • for investors, it’s crippling
  • it leads to missed opportunities
  • it prevents you from reaching your goals
  • it leads to scarcity
We stand for faith, because:
  • for investors, it’s empowering
  • it enables you to capture opportunities
  • it allows you to make smart decisions in service of your goals
  • it helps you to be generous to others
 

Meet our team

READ BIOS
“Living an abundant life means protecting what matters most and achieving fulfillment through generosity of wealth and spirit.”
Mark A. Aho, MBA, CFP®, CIMA®
President, MAFG | Financial Advisor, RJFS

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