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!
The History of Retirement
Do you know where the idea of “retirement” comes from?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When to start? Should I continue to work? How can I maximize my benefit?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Retirees traveling abroad need to know that their health insurance travels with them.
Ascertaining the value of your business is important for a variety of reasons.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
All about how missing the best market days (or the worst!) might affect your portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What are your options for investing in emerging markets?