Syfg

My clients come to us when they: Are looking for faith-based alternatives to traditional investing. Want to invest with integrity according to the USCCB guidelines. Wonder if a charitable trust could be a beneficial part of their estate planning. Need to learn how a donor-advised fund could fit into their tax planning. Need guidance with planning a retirement roadmap that is regularly monitored. Faith-based investing looks very different than traditional investing. My clients are tired of feeling like their options ae limited. They are frustrated with not knowing: Where they can grow their wealth while staying true to their convictions. How a donor-advised fund can benefit their financial plan. How a charitable trust works. How they can save on taxes now and/or later in a way they can be proud of. If they are on the best track for retirement and beyond. Within just a few months of working with our office, my clients are frequently able to: Feel at ease with a plan that is monitored while caring about their values. Confident that they are invested in a way that is glorifying to God. Feel at ease that they can rely on our office to answer their questions. Feel a trust that we have their best interest at heart. How can I come alongside you to assist you with an investment plan that meets your values? You have convictions and are busy taking care of your everyday needs or actively involved in your church with no time or energy to do the research necessary to create a faith-based portfolio. That’s where I can help. I have the tools and knowledge to screen your investments and help you develop a plan that you can be proud of. https://go.oncehub.com/15MinutesWithBeth Securities offered through Securities America, Inc, member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. SYFG and Securities America are separate entities.