Welcome to Anchored in Faith Wealth Management, where we are dedicated to providing you with the comprehensive financial planning services necessary to achieve your long-term financial goals. Our purpose is to provide you with a sense of financial stability and tranquility as you journey towards the future.
Every client is unique, so we tailor our approach to your planning needs. Our well-established process has effectively supported clients by providing a wide array of comprehensive financial planning services. These services encompass vital areas such as retirement planning, college savings, tax planning, investment management, and more. We understand your unique financial needs and aspirations and work together with you to accomplish them through innovative and personalized financial solutions.
Being a financial advisor, to me, is not simply a job, but rather a calling that I have embraced wholeheartedly. This conviction stems from a deep-seated belief that my purpose in life is to navigate individuals through the often complex world of finance, empowering them to make informed decisions and achieve their financial goals. It is a responsibility I undertake with utmost seriousness and dedication, committed to upholding the trust our clients place in Anchored in Faith Wealth Management. Through this endeavor, I aspire to create a meaningful impact in the lives of our clients, securing their futures and paving the way for financial independence.
Financial planning is a future-oriented strategy that empowers individuals and families to meet life goals through effective management of their resources. It involves assessing your current financial status, setting realistic goals, developing a plan, and regularly reviewing and adjusting as life changes.
Risk management entails assisting individuals and families in protecting themselves from unexpected situations. This entails a systematic approach to identifying, evaluating, and mitigating potential risks, as well as utilizing insurance products strategically to ensure financial stability and reassurance.
Investment planning is the process of aligning financial goals with available resources to achieve desired outcomes. It involves creating a well-diversified investment portfolio tailored to individual needs, with the aim of optimizing returns while managing risks effectively.
Tax planning involves developing effective strategies to minimize tax liabilities, maximize after-tax returns, and ensure compliance with tax regulations, all aimed at optimizing financial outcomes.
Retirement planning entails assisting clients in mapping out their retirement journey. This involves evaluating their present and future financial situation and crafting personalized strategies to help them achieve their retirement goals.
Estate planning encompasses the creation of strategies to facilitate the smooth transfer of wealth to future generations. This includes the consideration of various legal instruments such as wills, trusts, and other estate planning vehicles.
Take control of your financial future and achieve your long-term financial goals by working with a trusted financial planner. Get started today!
Have you ever dared to dream big? To visualize a future where all your aspirations, big or small, have come to fruition? It’s an exhilarating thought, isn’t it? But let’s face it, stepping into the wide, uncharted territory of financial planning can be overwhelming. And that’s where we come in.
We’re not just about numbers, charts, and calculations. We’re about dreams – your dreams. We’re here to help you create a roadmap to your future, working with you to navigate the complexities and make well-informed choices. Achieving your dreams is possible through the power of proper financial planning and following the right steps.
So, let’s dream together, let’s plan together, let’s turn those visions into reality.
“Go confidently in the direction of your dreams! Live the life you’ve imagined.” ~Henry David Thoreau
Source: Guide to the 7-Step Financial Planning Process. © 2021 Certified Financial Planner Board of Standards, Inc. All rights reserved. Reproduced with permission.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification, and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Faith is my middle name… No literally! It was my grandmother’s middle name and was passed on to me when I was born. As a business owner, a lot rides on the company name. Luckily for me, that name was given to me, and I am guided in faith in all aspects of my life.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Anchored in Faith Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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