LightPoint Portfolio Solutions转发了
Countdown to Thanksgiving! ?? We have so much to be thankful for every day. Here is something Chief Investment Officer Hillary Sunderland, CFA, CKA is thankful for! #thanksgiving #givethanks
LightPoint Portfolio Solutions, managed by Beacon Wealth Consultants, features turnkey Biblically Responsible Investment portfolios for advisors who want to help their clients align their faith with their investments. We also offer the LightPoint Kingdom(k) and Kingdom(b), turnkey 401(k) and 403(b) plans for Christian business owners and ministries looking to integrate their faith values with their retirement plan. Services include 3(38) fiduciary investment management, plan design, participant education, and faith-based investment options.
LightPoint Portfolio Solutions的外部链接
324 Washington Ave SW
US,Virginia,Roanoke,24016
LightPoint Portfolio Solutions转发了
Countdown to Thanksgiving! ?? We have so much to be thankful for every day. Here is something Chief Investment Officer Hillary Sunderland, CFA, CKA is thankful for! #thanksgiving #givethanks
LightPoint Portfolio Solutions转发了
Thanksgiving is almost here! ?? We asked our team about the things they are thankful for this year. Here's what Portfolio Manager Kimberly Jenkins had to say! #thanksgiving #givethanks #faithbasedinvesting
LightPoint Portfolio Solutions转发了
What questions should you ask a financial advisor who you're considering working with? There are many advantages of working with a financial advisor and if you’re a Christian we think it’s important to work with a financial advisor who shares your values. Doing a Google search or using a search tool like Kingdom Advisors or Wealthtender you may discover that there are several Christian advisors near you, and countless ones who can work with clients virtually, so how do you pick the right one for you? You can start by considering some important factors that will impact your relationship with a potential advisor such as the services you need, how you want to pay, and whether they are aligned with your values. Once you’ve narrowed down your list, it’s a good idea to meet with potential advisors. This provides a valuable chance to get acquainted and for you to find out more information. Below are a few questions you can ask a potential Christian financial advisor: ? Are you a Christian? Can you tell me a little about your faith and how you integrate it with your financial planning services? ? What types of services do you offer to clients? Do you provide comprehensive financial planning? ? How are you compensated? What type of fees will I pay? ? What education or experience do you have? Designations? What do you do to keep learning? ? How many clients do you serve who have a similar life and financial situation to mine? ? How often will we work together? How often will I hear from you? What ways do you help educate your clients? ? Do you offer faith-based, or biblically responsible investing options? How many of your clients invest this way? Do you invest your own money this way? If you’re interested in working with a Christian advisor who also specializes in faith-based, or biblically responsible investing, get to know our Beacon Wealth team of Christian wealth advisors and give us a call to set up a meeting! (540) 345-3891 #faithbasedinvesting #biblicallyresponsibleinvesting #kingdomadvisors
British theologian and missionary Lesslie Newbigin said “If the biblical story does not control our thinking, then inevitably we will be swept into the story the world tells about itself.” We are bombarded daily with messages from the world and culture around us that run counter to or are a twisting of the biblical worldview. Some are easy to spot but others are more subtle. When it comes to money, many Christians have been swept up into the world’s story – a cheap imitation of the biblical story. Where are you searching for happiness or satisfaction? What are you depending on for security? What story controls your thinking? https://lnkd.in/edhr_Rb2 #faithbasedinvesting #biblicalworldview #stewardship
LightPoint Portfolio Solutions转发了
? Don't settle for a cheap imitation! ? When it comes to their money, many Christians have been swept up into the world’s story – a cheap imitation of the biblical story. This post looks at two questions: ? Where is your trust and security? ? Where do you find satisfaction? #faithbasedinvesting #biblicallyresponsibleinvesting #stewardship https://lnkd.in/edhr_Rb2
"And I just remember one night so clearly. I was really scared about this move. I was afraid I was going to lose all my clients and I’ll never get another client. And I felt so clearly, God speaking to me that this is what I needed to do, whether I was scared about it or not, and that it was all going to be okay." Are you doubtful about aligning your clients' investments with biblical values? Many of the strongest advocates for faith-based investing today started out doubtful too. In this video, Cassandra Laymon shares some of her story with our friends at the Eventide Center for Faith & Investing. If you feel God pulling your heart and your portfolio in this direction, we can help! Our LightPoint Portfolios are available to other advisors!
Cassandra Laymon is a pioneer and champion of faith-based investing—but she wasn't always sold on the idea. We joined her for a day at the office to hear about her journey from doubting the merits of the movement to becoming President of faith-based firm Beacon Wealth.
LightPoint Portfolio Solutions转发了
We are proud to be a Certified Best Christian Workplace and blessed by our amazing team who seek to live out their faith through their work each day! Thank you Kimberly Jenkins, Jake Preston, CFP?, CKA?, Cassandra Laymon, Colin Craig, MBA, and Hillary Sunderland, CFA, CKA for sharing your thoughts on why you love working at Beacon Wealth! #TeamBWC #BestWorkplacesInstitute #faithbasedinvesting #biblicallyresponsibleinvesting
Congrats to Beacon Wealth Consultants, Inc. on being a 2024 Certified Best Workplace! ?? Through Biblically Responsible Investing, they empower clients to steward resources with faith and purpose, bringing their Christian values to the forefront of financial decisions. We’re excited to celebrate their commitment to integrity and healthy culture. #BestWorkplacesInstitute #BeaconWealth #CertifiedBestWorkplace #FaithfulStewardship #BiblicalInvesting
LightPoint Portfolio Solutions转发了
At Beacon Wealth, we focus on companies that we believe are making a difference in the world. Today, just as Christians are called to be a light or to be distinctly like Christ in the way that we live our lives and interact with others, we look for companies that seem to go above and beyond in several key areas that make them distinctive and good. These are companies that: ?? Demonstrate strong servant leadership ?? Live out the Golden Rule in their business practices ?? Demonstrate care for creation ?? Demonstrate social responsibility and strong corporate governance ?? Create compelling values through the products and services they offer #faithbasedinvesting #biblicallyresponsibleinvesting #faithdriveninvesting