What makes Faith Investment Services different?
1) We encourage you to have a free, no-obligation financial conversation with a trusted adviser. We have found that most of the time, just sitting down for a financial conversation with a trusted adviser (and your spouse or adult children or others who are involved) is very illuminating. Action steps become clear. Things that need to be updated or rectified are brought to light. The conversation often brings peace and even hope because you can finally see the ‘big picture.’ There is nothing magic about this, but I believe there is something spiritual that happens. Back in 2011, we wrote in our newsletter: “’Remember, the enemy builds strongholds in secrecy and enforces them by silence. Break the silence and you will break the stronghold.’ (Donald A Lichi, PhD. Broken Windows of the Soul p 96)” This has never been more true than today.
2) We can offer Biblically Responsible Investing (BRI) to clients who are interested. We believe that many Christians, if they knew what their current investments were supporting -- things such as pornography, abortion, gambling, and more -- they would want a better alternative. Our free screening report will tell you how much of your current investment dollars support things that are contrary to your values. "It's your money...shouldn't it reflect your values?"
3) We are not "selling" anything. We build a relationship first and then, if we can help, we make recommendations from there. The process is designed, on purpose, to be a no-pressure, no-obligation conversation. Then if there is benefit to making a change in your investments, we will work with you to meet your goals.
If you'd like to start a financial conversation, please use the 'contact us' tab on the main menu!
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The History of Retirement
Do you know where the idea of “retirement” comes from?
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding the value of a home warranty.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Five strategies for managing your student debt.
Your credit score may influence how much you pay for auto and home insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.