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Faith

We believe that before money, goals, and financial planning, there must be faith. Through morally directed investing, we strive to create a portfolio that reflects your beliefs.

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Purpose

Our mission is to help you fulfill God’s purpose in your life. We provide financial and investment recommendations that allow you to incorporate your Christian values.

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Fellowship

Throughout the year, we host Faith & Fellowship events. At these no strings attached events that celebrate our clients’ loyalty, we enjoy a good meal and celebrate our blessings in life.

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Investments and Financial Strategies That Reflect Your Christian Values

As a Christian, it’s important that your values and beliefs are represented in all areas of your life, including your finances. The question is, how do you decide which investments and plans align with your morals?

At Faith Investment Services, LLC, our mission is to provide education, guidance, and customized strategies that can help you fulfill God’s purpose in your life. Offering comprehensive services, we help families, businesses, churches, and ministries better utilize the financial resources God has given them. With faith-based financial strategies and morally directed investing, we believe you can feel more confident in your future, whether you are planning to send a child to college or are retiring.

We want to help you on your financial journey. Based in Shelby Township, Michigan, we work with clients throughout Michigan as well as multiple other states. Contact us today to start creating your morally directed investment strategy.

Helpful Content

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Surprises

Making the most of surprises is a great reason to work with us.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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