Christian Financial Advice
As a Christian, it’s hard, if not impossible, to separate your faith and finances. While you've worked hard to earn and save your money, you want your financial decisions to reflect the biblical principles you follow.
Working with a financial advisor who respects your views on debt, generosity and money management can ensure your faith and finances are aligned within your financial plan.
Why Christian Financial Advice?
As a Christian, you understand that your finances are not just a means to an end but a reflection of your values and priorities. Traditional financial planning focuses on maximizing returns and minimizing risks. While these are important, Christian Financial Advice goes beyond to encompass stewardship, generosity, and legacy planning.
Retirement is a great time to consider meeting with a Christian financial advisor. Here's our podcast with Robert Laura, How to Create a Christian Retirement Plan.
Our Services
Our comprehensive Financial Planning services are designed to help you make more income, pay less taxes and avoid making big retirement mistakes.
1. Retirement Income Planning
Planning for retirement is crucial, especially for those nearing the end of their careers. We help you create a retirement plan with an eye towards financial freedom, that allows you to live a life of abundance and generosity.
Income Strategies:
We develop strategies to provide a steady income throughout your retirement, considering Social Security, pensions, and investment portfolios.
Expense Management:
We help you anticipate and manage retirement expenses, from healthcare costs to travel and family/charitable giving, ensuring you live comfortably without financial stress.
Faith-Based Goals:
Whether it’s supporting missions, volunteering, or engaging in ministry, we incorporate your faith-based retirement goals into your plan.
2. Investment Management
Our investment philosophy is based on avoiding big mistakes. The goal is to have the proper investments for the time frame you expect to use them. Investing with too little risk out of fear, or too much risk out of greed can both be problems.
Diversified Portfolios:
We create diversified investment portfolios tailored to your risk tolerance and financial goals, while balancing growth and income.
Continuous Monitoring:
Our team monitors your investments, making adjustments as needed to ensure they remain aligned with your goals and market conditions.
3. Estate Planning
Estate planning is more than just preparing a will; it’s about creating a lasting legacy that reflects your faith and values.
We help you understand the estate documents you need to protect your spouse in case bad things happen, and to make the inheritance easy on your kids, grandkids and favorite charities. We can work with a lawyer of your choosing, or recommend a lawyer to draw up your estate planning documents.
4. Tax Strategies
Effective tax planning can enhance your financial freedom and maximize your impact through financial stewardship.
Charitable Deductions:
We guide you on maximizing charitable deductions, ensuring your generosity also provides tax advantages.
Tax-Efficient Retirement Account Strategies:
We develop strategies for managing retirement accounts to minimize your lifetime tax liabilities so that you can leave more money to your kids, grandkids and favorite charities.
5. Charitable Planning
Giving is at the heart of Christian financial stewardship. We help you develop a charitable giving plan that reflects your Christian values and maximizes your impact.
Philanthropic Goals:
We help you identify your philanthropic goals and develop a giving plan that aligns with your values and financial situation.
Gifting Strategies:
We advise on the most tax-efficient ways to make charitable gifts, including appreciated securities, real estate, and other assets.
Making great use of charitable tax strategies like ‘charitable bunching,' Qualified Charitable Distributions and beneficiary designations on Traditional IRA accounts are a great way to meet both your generosity and financial stewardship goals.
Our Process
Our approach to Christian Financial Planning is personalized and collaborative. Here’s how we work with you:
1. Initial Consultation:
We begin with a comprehensive consultation to understand your financial situation, goals, and values.
2. Customized Plan:
Based on our discussions, we develop a customized financial plan that integrates all aspects of your financial life with your Christian values.
3. Implementation:
We assist in implementing the plan, coordinating with your existing advisors as needed, to ensure a seamless process.
4. Ongoing Support:
We provide continuous support and monitoring, making adjustments as your situation and goals evolve.
5. Regular Reviews:
We conduct regular reviews to keep your plan on track and ensure it remains aligned with your values and objectives.
Why Choose Us?
Our founder, Jeremy Keil, is both a Certified Kingdom Advisor® and a member of the National Association of Christian Financial Counselors. Whether you work with Jeremy or one of our other Certified Financial Planner® professionals, you will be guided through the financial decisions you're facing with our 5-Step Retirement Income Process. You'll learn more about your money and feel better about your money so that you can make better money decisions.
Contact Us
Ready to align your finances with your faith? Contact us today to schedule a consultation and discover how our Christian Financial Planning services can help you steward your resources wisely and leave a lasting legacy that honors God.
We look forward to partnering with you on this journey of faith and financial stewardship.
