Individuals & Families

What Can You Do To Make Wiser Money Decisions?

Since 1990, Faithward Advisors has helped more than 3,000 businesses, organizations, and families plan and prepare for the future.

Faithward Advisors actively serves clients across the country with offices in Florida, New York, and Pennsylvania.

Contact our office to start a conversation on how our team can help you plan a legacy that will bless your heirs, your church, and ministries close to your heart.

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You’ve worked hard to earn your living, so it’s important to have peace of mind regarding your planning strategies for life’s journey. You can count on Faithward Advisors to make the most of your financial planning.

Our advisors’ experience and knowledge, along with a vast array of capabilities, can help you maximize your wealth and protect your assets. We also provide faith-based financial planning, so that your beliefs are reflected in your financial decisions.

The Planning Life Cycle

The Planning Life Cycle gives us a helpful way to visualize the way time brings individuals and families to different stages of acquiring and sharing financial blessings.


This is the working stage of the Planning Life Cycle. From short-term savings vehicles to qualified retirement plans, there are a myriad of techniques available today to help you accumulate and steward wealth. At Faithward Advisors, we can help you choose and manage the best accumulation vehicle to meet your needs, including IRAs, 401(k)s, annuities, stocks, bonds, and mutual funds.


This is a critical stage in the Planning Life Cycle! In fact, the span of time from 5 years before retirement until 5 years after retirement is often referred to as ‘the decision decade.’ During this dramatic time, many people undergo changes in virtually every aspect of their life, such as goals and lifestyle. As your planning team, Faithward Advisors can help guide you through these changes, so they all work cohesively in your best interest. During ‘the decision decade,’ one of the biggest areas of change may be your investment objectives. Our qualified team is here to help your savings produce the dividends and stable income that are highly regarded by most retirees.


This is the final stage of the Planning Life Cycle. Before you pass away, you should aim to be cognizant of several challenges that may surround your death and impede your ability to leave a lasting legacy. Chief among these, taxes and long-term illness, can be negated with proper planning.

Faithward Advisors can help you be sure all the phases of the Planning Life Cycle work together to accomplish your goals. Ideally, your distribution can begin the wise accumulation and ongoing stewardship for future generations.