Retirement Planning that’s Consistent with Your Biblical Values
“When do I retire?” and “How can I avoid running out of money in retirement?”
If you’re asking these questions, you’re not alone.
When it comes to retirement planning, many with Christian values want professional guidance. You can probably relate. The problem is that many professionals simply focus on numbers but overlook the core of who you are.
Many are surprised to learn their stocks or mutual funds are profiting from abortion and other things that are opposed to their biblical values. There’s a better way to pursue your financial goals.
We help over 900 clients in over 30 states to pursue their financial goals while aligning their investments with their values. Discover how Values First has helped individuals like you to pursue their goals while staying true to their values.
Retirement Planning
Our Services
Goals-Based Retirement Planning
Your retirement plan should be tied to concrete, measurable, and achievable goals. Let us help you meet your financial goals for retirement.
IRAs and Other Retirement Solutions
Where should you put your retirement money? The financial advisors at Values First can help you to create custom solutions that are best for you.
Investment Management
The right investment for someone else might be the wrong investment for you. Let us help direct your savings where they’ll benefit you the most.
Estate Planning & Wealth Transfer
You want to pass your inheritance to your beneficiaries in a thoughtful way while maximizing its value before you pass it on. We can help.
Our 3 Step Plan
Click or call to schedule an appointment.
You talk. We listen. Tell us about your financial questions, goals, desires, and concerns.
We develop a personalized, biblically-based finanical plan and investment portfolio designed to propel you where you want to go.
Meet the Team
