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Our 7-step Kingdom Builder™ process can help make your financial goals a reality.

The Kingdom Builder™

Step #1 The Unique Conversation

This first step encourages you to voice your distinctive beliefs. Many buyers have never visualized, or even spoken about, how their financial strategies can mirror their own personal beliefs and values.

Step #2 The Cornerstone

By identifying your financial needs and goals, our firm will be able to create a solid financial-planning foundation that unites your distinctive beliefs with your wealth management.

Step #3 The Values Matrix

We will carefully research and analyze your assets to identify any investments or companies that conflict with your principles, morals or ethics.

Step #4 The Change

While reviewing our findings and presenting our recommendations, your wealth management will begin to transform as it aligns your financial strategy with the personal aspects of your life.

Step #5 The Faith

You have our assurance that your assets will be professionally monitored and the necessary modifications made to keep the resulting strategy in alignment with your desired morals, ethics and ideals.

Step #6 The Commitment

Our No. 1 priority is our deep commitment to you. We will provide you with beneficial information and communication, including regular in-person meetings, written correspondence, email updates and informational events. We will always be available to answer your questions or provide our services to you and your family.

Step #7 The Illumination

We view referrals from our clients, associates and friends as the highest compliment our firm receives. It is important for our success to continue to build a client base of people very similar to you in character and values, so we greatly appreciate your referrals to our firm.

By contacting us you may receive information on insurance and investment products for purchase.

ADV Part 2A & 2B | Privacy Policy Notice

Murray Financial Group & The Retirement Planning Center of Maryland Privacy Policy. Terms & Conditions.
*Insurance and annuity product guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.