We are a values-based financial advisory firm that helps our clients achieve their financial goals and celebrates each success with them along the way.
Our values are what set us apart...
A foundation built on trust
Faith in action
Finding contentment
A foundation built on trust
Faith in action
Finding contentment
Applying the Bible to financial planning
As a faith-based firm, aligning wealth with personal values is a core component of what we do. With that comes an inherent duty to share the blessings God has bestowed upon us with others. Many of our clients are philanthropic at heart, and we value the opportunity to help them align their desire to give with their greater financial plan and goals.
When we welcome new clients, we usually start the process by helping them determine how much you need to live comfortably and achieve your financial goals. We often refer to this as your “finish line.”
The Bible makes it clear that you should provide for your family and enjoy God’s many gifts. But there is no numbers-driven guideline around success or financial fulfillment. We try to help you and your spouse determine what that number may look like for your family.
Our services
Financial planning
We start with cash flow analysis and investment reviews before providing recommendations you to help grow your wealth. A solid financial plan includes the activities, resources and materials needed to achieve financial goals and objectives in a feasible time frame.
Values-based investments and management
When we build a financial plan for you, we consider your values and goals. We invest in a way that matches your values so you can feel good about the wealth you build. We manage your portfolios as if they were our own.
Wealth preservation strategies
We employ an active approach to wealth preservation while mitigating risk. We take a holistic view of assets and diversification to provide the greatest protection.
Tax strategy
One of our primary strengths is tax smart planning and strategy development, which involves choosing the right investments in the right accounts at the right time. Taxes are complicated, but you can trust us to understand them.
Family wealth planning
Planning for the future may not seem fun, but it is not something that should be delayed. It can be devasting to your heirs if it is not done properly and can be costly. By working with a financial professional who specializes in estate planning analysis, you gain the peace of mind knowing that the legacy you worked hard for will last.
Risk management and insurance
If your life takes an unexpected turn, there’s comfort knowing you have planned for it. That is where insurance and risk management strategies come into play. We help you determine what, and how much, insurance you need to ensure a safety net for you and your family. We partner with you for life, and we are here to guide you when your insurance needs change.
Income strategies and annuities
Revo Financial has experts specializing in income strategies and annuities. We can build those into your wealth management plan. An insurance product, annuities can help you reduce risk. We determine if an annuity or other income strategies can be a beneficial part of your portfolio.
