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!
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Gaining a better understanding of municipal bonds makes more sense than ever.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Healthy habits are one of the greatest gifts to give your child.
Term insurance is the simplest form of life insurance. 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."
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.