About Us

Who We Are

We are a financial advisory and an estate planning firm located in Waldorf Maryland. Aaron Shingler is our lead consultant.


He was previously a Wall Street and Commercial Banker and one of the original founders of Association African American Advisors (AAAA). He is the author of the recently published book on Amazon “Godly Money Mindset” Mastery Over Money, Wealth, Possessions and Greed God’s Way.


The Godly Money Mindset book is personal finance companion to a 6-session on-line training course of the same title. These two tools combined will transform your thinking, attitudes and actions forever.

A man wearing glasses and a striped shirt is holding his hand to his chin.

  • Godly Money Mindset

    The cover of a book titled godly money mindset
    • Godly Money Mindset Book - Amazon $14.99 soft cover eBOOK $6.99
    • Speaking Engagements
    • Training Workshops
    • Money Mindset Courses
    • Gifting Workshops
    • Great Church Podcast
    • Godly Money Mindset Podcast

  • Estate Planning

    • Last Wills & Testament
    • Revocable Living Trust
    • Living Will (Advance Directives)
    • Durable Power Attorney Health & Financial
    • Irrevocable Trusts
    • Life Insurance & Annuities
    • Retirement Planning
    • Investments
    • Cash Flow Management

  • Charitable Legacy

    • Capital Campaigns
    • Church Loans
    • Bond Financing
    • Endownments
    • Donor Advised Fund
    • Charitable Gift Annuities
    • Charitable Remainder Trust
    • Bequeathed Charitable Strategies

Key Steps to Securing Your Estate and Legacy Plan



  1. Attend Free on-line “Will & Trust Seminar” Two seminars are offered each month.
  2. Complete the Estate and Legacy Plan Questionnaire.
  3. Meet with an Estate and Legacy Advisor
  4. Execute Your Estate and Legacy Plan.
  5. Enjoy Peace of Mind.
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