Invest in what matters most. Invest in what matters most. Invest in what matters most. Invest in what matters most.

What makes Values First Advisors so different?

Many are surprised to learn their stocks or mutual funds are profiting from abortion and other things that are opposed to their biblical values. There's a better way to pursue your financial goals.

When it comes to financial planning and investing, many with Christian values want professional guidance. You can probably relate. The problem is that many professionals simply focus on numbers but overlook the core of who you are. We help over 800 clients in over 30 states* to pursue their financial goals while aligning their investments with their priceless values. Discover how Values First has helped individuals like you to pursue their financial goals while staying true to their values.

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3 Step Plan

 

1. Schedule an Appointment

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2. Let's Talk

Tell us about your financial questions, goals, and desires.

 
 

3. Success Strategies Plan

We design and help you implement a course of action to pursue your goals.

 

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Historical Inflation

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Use this calculator to estimate your capital gains tax.

Federal Income Tax

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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There’s an alarming difference between perception and reality for current and future retirees.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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