Broker Check

Downtown Office

101 N. Main St

Bluffton, OH 45817


Tuesday, July 5, 2022

A donor advised fund (DAF) is a way for individuals with high incomes to give charitably, manage their overall tax strategy, and make planned gifts.  You may think:I’m not a high-income earner!The truth is—while it is...

Tuesday, June 28, 2022

BRI is Biblically Responsible Investing, a means of screening your investments to know whether the underlying companies and funds are voluntarily supporting things such as abortion, pornography, anti-family lifestyles, gambling, or...

Tuesday, June 21, 2022

Consider for a moment driving down the interstate, focused on your destination. You begin to see signs indicating that the highway is narrowing: “Right lane closed ahead,” red barrels, flashing arrows.  Change is...

Friday, June 17, 2022

“Our bedroom wall tore away!” described Richard Goodis, a victim of California’s Northridge earthquake.  “It felt like a jackhammer was going at it.  I was looking at the ceiling one moment, then I was...

Tuesday, June 14, 2022

Is Life Insurance worth the cost? Ultimately, that all depends on the situation. No one person’s scenario is the same as another’s. Writing off life insurance as an unnecessary cost is a bold statement with potentially...

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Thursday, June 9, 2022

What does security mean to you? For many of our clients, security is found in the person of Jesus Christ.  Hebrews 6:18b-20a reminds us “Therefore, we who have fled to him for refuge can have great confidence as we hold to...

Monday, June 6, 2022

Are you a small business owner? Do you want to help your employees prepare for retirement while realizing tax benefits in the process? You might want to consider starting a SIMPLE IRA.  A SIMPLE (Savings Incentive Match Plan for...

Thursday, June 2, 2022

There are many ways to beat an economic downturn. Check out some of these quick suggestions to help ease the pressure.

Tuesday, May 31, 2022

“Plans are worthless, but planning is everything.”1 This iconic, and ironic, quote was from one of the very few 5-Star Generals in U.S. history, Dwight D. Eisenhower. It has been nearly four decades since the U.S. has had...

Thursday, May 26, 2022

How do you choose investments in your 401k? Which investments meet your goals and needs? Most people are unsure which investments to pick inside their 401k.  401k plans usually offer a variety of mutual funds ranging from...

Monday, May 23, 2022

If you know that dying today would leave confusion or stress for your family members, you might be wondering who can help you.  Do you need an attorney to write a will, do you go to the estate planning seminar you saw an ad for...

Friday, May 20, 2022

Many people have likened the role of financial adviser to that of a quarterback.  What is the significance of considering us your financial quarterback?  There are many! 

Tuesday, May 17, 2022

For many people, ‘tax season’ is over and tax details are no longer front of mind. Perhaps you’ll start thinking about taxes toward the end of this year, or, at the beginning of April next year. I hope for your sake...

Saturday, May 14, 2022

Wednesday, May 11, 2022

Does your employer offer a 401(k) plan as a benefit? If you answered yes, then this blog post is for you! There are a few important questions you should consider to make the most of your 401(k).

Thursday, May 5, 2022

At Faith Investment Services, you can “come as you are.” We welcome conversations with people in all phases of life. We have a wide range of clients from experienced investors to clients who are just learning about investing.

Monday, May 2, 2022

Enjoy this opportunity to encourage and be a light to the graduates in your life!

Thursday, April 28, 2022

The best way to start investing is - to start. Let us help you, whether it is baby steps or a full-on deep dive!

Wednesday, April 20, 2022

“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. It is amazing how accurately this pertains to finances.