Our Mission
empowering individuals to live their best lives
At Strategic Income Group (SIG), we empower individuals to live their best lives and leave a lasting legacy of financial security and positive impact. Through faith-based financial planning, we help clients align their financial resources with Christian values, enabling them to build wealth, give generously, and fulfill their God-given purpose.
We are committed to guiding clients through all aspects of their financial lives, helping them create a solid foundation, accumulate wealth, and develop a long-term income strategy that fosters generosity and stewardship.
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Strategic Impact Goal
Our Big Hairy Audacious Goal (BHAG) is to educate and inspire 25,000 people to positively transform communities by contributing charitably and making impact investments of $1 billion or more.
Through this goal, we aim to create lasting change by empowering individuals and families to use their resources for the good of others, sharing the love of Jesus, and making a tangible difference in the world.
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As of January 15, 2025
OUR CORE VALUES
SIG Core Values
Servant Leadership
Leading by serving others, embodying humility, and prioritizing the needs and growth of clients and team members. This approach is rooted in Christian values, where leadership is seen as a call to serve, inspire, and elevate others.
Regimented Discipline
Adopting structured and disciplined financial practices to achieve stability and growth. This involves meticulous planning, consistent monitoring, and adherence to the “Three Phases of Wealth” process, ensuring that every recommendation is aligned with sound principles and strategies.
Compassion
Leading by example in charitable giving and encouraging clients to adopt a lifestyle of generosity. This involves establishing the Strategic Impact Foundation for charitable giving and empowering clients to experience the fulfillment that comes from using their resources to help others.
Abundant Living
Prioritizing a holistic approach to life that encompasses faith, family, friends, freedom, fun, fulfillment, fitness, and finance. This means living intentionally and fully, integrating all aspects of life to achieve personal and spiritual goals in alignment with God’s purpose.
Trusted Advocate
Lifetime commitment to client’s best interest, by providing honest, ethical, and reliable advice that supports clients’ long-term financial well-being, ensuring their trust is earned and maintained through consistent integrity and care.
Growth
We believe that personal and professional development for our teammates leads to growth for our company. This involves embracing challenges as opportunities for improvement, expanding knowledge, skills, and capabilities, and driving the growth of the organization to better serve clients and make a larger IMPACT in the community.
Excellence
Constantly improving as a team for the benefit of our clients. 100% committed to the highest standards in all internal processes, continuous innovation of products and services and seeking to excel in every aspect of financial planning, investments and client service.
Togetherness
Building and maintaining strong, reliable relationships based on honesty and integrity. This involves fostering a supportive community where collaboration and mutual respect are paramount, ensuring that everyone works together towards common goals.
Impact
Utilizing the investment of over $1 billion by strategically investing in projects and companies that generate social and environmental benefits alongside financial returns, aligning our financial goals with our commitment to serve and uplift others in accordance with Christian values.
