Here at Faith Investment Services, we encourage our clients to “come as you are.” We gladly welcome conversations with people in all phases of life. We have a wide range of clients from the experienced investor to clients who are just learning about investing. There is never a cost or obligation to have a conversation with our staff. All that we require to have a seat at the table is for you to fill out our Personal Financial Information Questionnaire.
This questionnaire was created to help us have a more productive conversation with you during our appointment. Instead of gathering all this information during the appointment, we can spend more time learning about you. Our desire is to help our clients achieve their goals: financially, personally, and spiritually.
Once we have an appointment with you, we are available to make sure you understand what was discussed and to answer any questions you may have. We desire to have a personal relationship with our clients and come alongside them. If you are looking for an investment adviser who looks at your situation as a whole and creates a financial plan based on your goals and desires, you have come to the right place.
We look forward to meeting you and starting the conversation!