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Older couple meeting with financial advisor

Characteristics of a Good Financial Advisor (And How to Find One That Fits Your Life)

For many people, the idea of handing over their finances to someone else is scary. How do you know that person really cares about your well-being? How do you know they’re acting in your best interest? You need a professional you respect and trust to feel comfortable with them guiding your retirement plan. That’s where …

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Couple meeting with financial advisor

Main Street vs Wall Street — How is a Local Financial Advisor Different from a Big Investment Firm?

What comes to mind when you think about managing your money? Many people think of Wall Street. They picture the giant investment firms of New York City, looming large in their skyscrapers. They hear the hub-bub of a packed lobby and busy brokers racing from one client to the next. For some people that image …

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It takes a lot of wisdom to invest well…

Let this free resource be your guide! Our 5 Laws of Wise Investing are rooted in biblical truth and years of market experience. They’ll help you set up your investments for maximum financial and spiritual impact.
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