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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

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Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

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Understanding the value of a home warranty.

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Healthy habits are one of the greatest gifts to give your child.

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Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Federal Income Tax

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

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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