1917 West Royale Drive,
The majority of our clients share the same challenges when it comes to their financial futures. You may have questions like:
Typical clients are also looking for tax planning and tax mitigation strategies, such as tax harvesting, favorable capital gains and loss treatment, and philanthropic giving.
We aim to bring our focus on biblically responsible investing, faith-based investing, financial planning from a biblical worldview, and values-based financial planning to more Christians who want their money to finance actions, behaviors, and issues that align with glorifying God and do not support purposes that go against their values.
Many large companies’ holdings, mutual funds, and other investments are attached to organizations that support issues that go against biblical teachings. Often, Christians may hold stock in these companies and have money invested in these mutual funds or other financial instruments.
Because of the complexity of many large businesses, the relationships among these companies and underlying undesirable activities and issues are not readily apparent. EagleFlight Wealth Management has the experience and access to the tools and technology needed to help uncover such relationships.
Biblically responsible investing is effectively a process to filter a client’s investment portfolio. This is done to eliminate stocks, bonds, and other holdings that might have a relationship with a company or organization that does not align with Christian values.
EagleFlight Wealth Management grew out of the desire to help people. Today, this is still the mission of a family of believers with access to tools and technology that can produce even greater results for clients. It all starts with our team understanding your dreams and expectations and developing a plan. Contact us to get started on your plan.