Our investment choices matter. Faith based investing allows you to honor your faith and make money without sacrificing performance. To ensure you don't outlive your money, you need a strategy for withdrawing from your investments as well as a plan to continue to grow your money. Since 1982 I've been providing investment services to clients in Monument, Colorado Springs, Castle Rock, and Denver, Colorado.
Throughout the years, I've helped numerous clients save for retirement, save for their children's college education, and build wealth. Today, as many of my clients are coming to the age of retirement it is a pleasure to see their retirement income planning efforts pay off as they now make their plans to retire.
Throughout the years, I've helped numerous clients save for retirement, save for their children's college education, and build wealth. Today, as many of my clients are coming to the age of retirement it is a pleasure to see their retirement income planning efforts pay off as they now make their plans to retire.
Services
You put your retirement income plan into place years ago, you invested your money, and now you are ready to retire. You have money in various investment funds, IRAs, 401(k), pension plans, etc. You've accumulated a nice little nest egg, and social security. But how do you make sure that money lasts as long as you do?
For clients of faith, who are pro-life and pro-family and who want to invest in companies that have similar moral ideals, I am pleased to provide biblically and morally responsible investing options. Biblically responsible investing is making the choice to invest only in funds that screen out morally objectionable companies.
How would you answer that question.? More and more I am finding that for many financial success is not just about making money, how are one's investments doing compared to the Dow, or the S&P, or the NASDAQ, but how are they doing in the light of one's values and faith. It becomes an issue not just of how well an investment makes money but how an investment makes its money.
As an investment advisor, one of my greatest joys is helping clients to save for their future and build wealth. Before we define wealth building, first, let's define wealth. Wealth, simply put, is what you have accumulated. It is money, assets and other things of value that provide for financial independence (the ability to walk off your job, or retire, and have nothing change in your life financially.)
Investing is not about getting rich quick, or identifying the greatest investment, or the cheapest insurance, or the newest trust, or any of the latest luncheon or dinner pitches being presented daily. Its about investing to allow you to bring life to your visions and dreams. It is a goal oriented, holistic approach to wealth management.
Reviews
Be the first to review Colorado Financial Network.
Write a Review
