Faith-focused Wealth Management with

A Process To Believe In™

 

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WE WOULD LIKE TO SHARE SOME BENEFITS OF OUR

Faith-focused Wealth Management with 

A Process To Believe In™

 

 

You may not THINK you need a Financial Planner,

but you KNOW you need a plan...

 

So why not take a complimentary Faith-focused Investment Strategy Review 

by participating in a Values Alignment Session?

 

Qualified Christian Investors...

Let us buy you lunch or coffee

for our first online discussion via ZOOM!

 

 

 

 

 

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_{Blount Financial Stewards is a Faith-focused, Independent Wealth Management and Financial Planning Services Firm, dedicated to developing Faithful Financial Stewards by delivering Biblical financial advice,}

_{paired with comprehensive written financial plans and strategies which pursue the stewardship goals of our member clients.} 

_{We accomplish this by building meaningful relationships with serious, long-term investors, both families and business owners;} 

_{so that we can be their first choice in working towards their financial goals – aiming to help grow, preserve, and transfer generational wealth.}

 

_{Securities and Investment Advisory offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.} 

 

_{Many investment options may be used to accomplish the goals of our clients.} 

_{While we do not only use faith-focused investments, it is important to disclose the use of socially or morally responsible investments alone} 

_{may sometimes result in lower returns than those of their counterparts, due to the companies these investments represent.} 

_{Therefore, a good understanding of the fundamental and technical analysis, and expected returns,}

_{in conjunction with any moral reasons for making any investment, should be weighed}

_{in the asset allocation and decision-making process.}

 

_{Biblically Responsible Investing (BRI)/Faith Driven Investing (FRI) have certain risks}

_{based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore,}

_{investors may forgo some market opportunities and the universe of investments available will be smaller.}

 

_{The opinions expressed here do not necessarily reflect the views of LPL Financial.}