Think bucket list.

OUR SERVICES
CONTACT US

WELCOME TO FAITH INVESTMENT SERVICES, LLC

Investments and Financial Strategies that Reflect your Christian Values

At Faith Investment Services, LLC, our mission is to provide education, guidance, and customized strategies that can help you fulfill God’s purpose in your life. Offering comprehensive services, we help families, businesses, churches, and ministries better utilize the financial resources God has given them. With faith-based financial strategies and morally directed investing, we believe you can feel more confident in your future, whether you are planning to send a child to college or are retiring. We want to help you on your financial journey. Based in Shelby Township, Michigan, we work with clients throughout Michigan as well as multiple other states. Contact us today to start creating your morally directed investment strategy.

HOW DO YOU DECIDE WHICH INVESTMENTS & PLANS ALIGN WITH YOUR MORALS?

As a Christian, it’s important that your values and beliefs are represented in all areas of your life, including your finances. We’re here to help you make these financial decisions. At Faith Investment Services, LLC, our mission is serve as a partner you can trust to provide unbiased advice that can be aligned with your Christian values.
SERVICES
PROCESS
EVENTS
CONTACT

What We Value

Faith

We believe that before money, goals, and financial planning, there must be faith. Through morally directed investing, we strive to create a portfolio that reflects your beliefs.

Purpose

Our mission is to help you fulfill God’s purpose in your life. We provide financial and investment recommendations that allow you to incorporate your Christian values.

Fellowship

Throughout the years, we host Faith & Fellowship events. At these events we celebrate our clients’ friendship, enjoy a good meal, and celebrate our blessings in life.

More about our philosophy

HOW DO WE DO IT?

Our Process:

When first working with clients, we take the time to learn about you and your family, values, beliefs, financial situation, goals, and concerns. We want to understand what is most important to you and your future before offering any advice.

1. Discover

2. Evaluate

3. Plan

LEARN MORE ABOUT OUR PROCESS

We host educational
workshops & events.

VIEW OUR CALENDAR

Upcoming Events

june, 2020

No Events

Our Investment & Financial Specialties Include:

Insurance Planning
Having the right insurance can help protect your financial strategy. In developing a comprehensive financial strategy, we help you address your insurance needs and assess appropriate options, including: Life Insurance, Long-Term Care Insurance, and Disability Insurance. Please note that diversification does not guarantee against market losses. It is a method used to help manage investment risk.
Social Security Optimization
Many people who are eligible to claim their Social Security benefits are unsure of how and when to do so. You have been putting away money towards Social Security your entire adult life, so it is only fair that you are educated on the best plan of action to optimize your returns. Do you know the correct time of when to claim your Social Security? Did you know factors such as how much money you make and the number of years you worked can affect your payout? These are all issues that we would love to help you with.
Asset Protection
In a time where the stock market seems to be exceptionally volatile because of world events, politics, and its ordinary market fluctuations, principal protection is arguably the most important service any financial professional can offer you. We examine each client’s unique portfolio carefully, educating our clients about their options and steps they can take to potentially lower risk.
Financial Planning
Through comprehensive financial planning strategies, we strive to assist you with all elements of your finances, including your current situation and your future goals. We can assist with: Retirement Planning, College Planning, Legacy Planning, Tax Reduction Planning, Business Planning, and Charitable Giving & Ministry Planning.
Investment Management
We strive to help you create an investment portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with Private Money Management, Mutual Funds, Exchange Traded Funds (ETFs), 401(k) and 403(b) Plans and Rollovers, Traditional, SIMPLE, SEP, and Roth IRAs, Fixed, Equity Indexed, and Variable Annuities.
Income Planning
Planning for income strategies is not just for the super wealthy. All soon to be retirees need to build an effective plan that accounts for their lifestyle, future wishes, and endeavors. Preparing for bumps in the road that come with growing older is another key factor in planning on income to last you throughout retirement. Fixed-income products provide steady lifetime income and can be used to ensure safety in your income and retirement investments. People are living longer… are you prepared to fund 25-30 years of retirement income?
Previous
Next
LEARN MORE

Let's start a conversation.

quick links

Our Location

48380 Van Dyke #100
Shelby Township, MI
48317

CHECK US OUT
Facebook

Contact

  • Tel: (586) 739-3440
  • stacy@faithinvestmentservices.com
  • Fax: (586) 739-3551

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Advisory services offered through Blackridge Asset Management, a SEC Registered Investment Adviser. Securities are offered through Peak Services Brokerage, LLC. Member FINRA/SIPC  Faith Investment Services, LLC and Blackridge Asset Management are separate and independent entities from Peak Brokerage Services, LLC.

X
X

Terms and Conditions - Privacy Policy