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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

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

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Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Rule of 72

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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Bursting the Bubble

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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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