So where do you turn?

Rather than running from advisor to advisor, changing accounts from firm to firm, or seeking a savior, other than The Savior Jesus Christ, it starts with your education. You can’t expect someone else to bail you out of trouble.  It all starts with you!  You have the power to change your financial future if you are willing to put in the time, energy, and effort.

There is no one-size-fits-all solution. Truth being, there is no shortage of good ideas: Stocks, bonds, real estate, options trading, commodities, exchange-traded funds — there are dozens of ways to invest. Chances are, you’ve probably tried some or many of these options. How successful have they been? If those ideas made you rich, why are you reading this blog post?

Benjamin Franklin once said, “An investment in knowledge always pays the best interest.” With this in mind, my life’s focus is dedicated to helping people like you make an investment in the most important place: YOU! Your education is the key to your future success. If you want to grow your wealth, you cannot keep doing the same things you’ve done in the past and expect different results. You probably tried a lot of ideas with little to no success. This is okay. In fact better than ok, it’s perfect! Perfect because you’ve seen what hasn’t worked and you now know there has to be a better way.

I Found A Better Way!

Throughout the past 15 years, I have been managing millions of dollars for people just like you. I’ve spent years studying for the CFP® designation, years getting my masters degree in financial planning, and working for some of the largest firms on Wall Street. Then finally I had enough! I was tired of working for firms that claim to have the best interest of their clients at heart but their decisions clearly indicated otherwise.

The chain of command often does not work in your favor. If your firm is publicly traded, shareholders come before you. If you invest in mutual funds, your manager gets paid whether he makes you a dime or not. Mutual funds spend billions each year selling you product yet very few outpace their benchmark.  If you invest at a bank or credit union it’s often about fee revenue more so than making you money. If you invest with an insurance company often it’s about making a commission and there is little incentive for servicing your account.

Now don’t jump to conclusions. I’m not here to bash every financial advisor, broker, planner, or a Wall Street firm, I am here to say I have found a better way.  That’s exactly why I started Faith Based Investor, an independent firm dedicated to financial planning from a biblical perspective and work on a fee basis.   We charge fees for our services based on the value of our time and the amount of money we are managing.  It’s all about having someone working in your best interests, if we can help you in any way, please let us know.

I have found the keys to successful investing and a way to share it with millions of people just like you. These keys will be highlighted in the days ahead. Take some notes, reflect on each key principle, and get ready to change your habits and the direction of your financial future.