619 Mario Trail
Advocate of Moral and Biblical Responsible Investing
At this time we are needing to update our information files as required by our compliance department.
PLEASE go to this web link to update your information:
This is the effort of using a "Moral Screen" to screen out any company that either supports or gains from immoral activity.
Are you concerned about the moral decline In our culture? Would you allow yourself to be involved in such items? You may be funding them with your invested portfolio.
You may own stock in a fund or company that supports or gains from exactly what you stand against and/or teach others against because it is immoral. If they knew, what would your family, friends, or followers say?
If your current advisor has not made moral or faith-based investing a priority with you one may ask "Why not?". Romans chapters 13-14, I Timothy 5:22
For this purpose we provide a FREE "Moral Audit". We would like to help you make sure your holdings mirror your heart felt convictions. Call us today to arrange for a moral review at NO COST.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.
I am a Biblical Financial representative; Stewardship involves so much more than just spending money with some discretion then giving a little to the local ministry. We first must recognize who it really belongs to and where it came from.
Get your FREE moral report of your current investments. No personal information is needed.
The following is very important to every household and adult.
This new online version has been in the making for a long time.
While there are several very good financial teaching guides available, THIS series is a very comprehensive class on all of Biblical Stewardship from a holistic perspective. Every church, family, & individual will benefit from using this.We can even help you schedule a time to come to your group or special event to teach this.
1. Biblical Foundations of money. This will shock you.
2. Debt, Why, What the result is, with Helps to get out of debt
3, Giving, funding God's Kingdom, What is our part?
4. Investing, Investing that honors the owner. How!?
5. Biblical Estate Planning, What's that? What does God's Word say?
6. Cultural Stewardship (something we need much of right now in our culture).
YES, THIS IS ALL FREE!!
You can create your own login.
So, go to:
Be sure to enter the "Group Name" = SG2020. This is one of the ways we keep it FREE.
Use it for your personal devotion time, couple study, family study, even your small group study and discussion time.
You can even contact us to schedule a time to teach it in your church or group.
You'll be excited about the wealth of information you'll find! FREE!
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.