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!
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Power of Tax-Deferred Growth
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Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
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How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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When do you need a will? The answer is easy: Right Now.
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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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