As a result of your initial engagement, your financial planning efforts, and your spiritual discernment, you will be prepared to implement objective recommendations to put your custom tailored, purpose-driven action plan to work. This may require a spiritual change for personal convictions, attitudes, and behaviors based on God's Word.
In addition, the "When, How, and with Whom" you choose to implement your plan is entirely up to you. We are also available to coordinate meetings with other professionals such as your CPA, Mortgage Broker, Real Estate Agent, or Estate Planning Attorney to integrate your overall financial objectives.
Keep in mind, as an independent, full-service financial planning and investment advisory firm that does not sell proprietary products, and because we work for you, Financial Advisory Solutions, Inc. can bring your plan to life with the following areas of implementation:
Investment Portfolio Management:
Access to full-service brokerage accounts and separately managed accounts to establish asset allocation with cash, stocks, bonds, mutual funds, and real estate to promote diversification as defined in Ecclesiastes 11:2 and1 Timothy 6:9.
Risk Management Planning:
Access to independent, highly-rated insurance and annuity products as a way to minimize or control financial risk and provide for your family during an unexpected disability; home health or long term care need; or premature death as defined in Proverbs 22:3 and1 Timothy 5:8.
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