Broker Check
Ending Well Retirement Planning Not  Like Everyone Else? Simplify Your Assets Investing Decisions - I don't know where to begin! Interiting Tax-Qualified Money

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!

Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

 

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Emerging Market Opportunities

What are your options for investing in emerging markets?

View all videos arrow