Values Based Investment Management

"Compound Interest is the 8th wonder in the world. He who understands it, earns it. He who doesn't, pays it" - Albert Einstein

You're smart. You know that long term investing is a great way to build wealth. You're also really busy and tracking the stock market, rebalancing your investments on a periodic basis, making sure you're in the proper risk tolerance and that you're taking advantage of the different types of investment accounts out there is not really something you want to do. At Your Financial Legacy, we have 15 years of industry experience and we partner with a nationally registered investment advisory firm and money manager that has over $1 Billion in assets all across the country. We have lots of experience managing assets and would be honored to have the opportunity to manage yours!

Values Based Investing

If you stop and think about it, your values determine pretty much everything in your life. The kind of lifestyle you live, the person you marry, the words you say and what you teach your kids. So, why wouldn't it impact your finances? The truth is that there is a lot going on under the hood of your investments that most people have no idea of! In fact, most people would be shocked to find out what they're actually supporting and profiting from within their investment portfolio. Our state of the art screening software shows you exactly what's under the hood and helps you build an investment portfolio that lines up with your personal values. After all, you only have one life and our goal is to help you live it to it's fullest potential!

Biblically Responsible Investing

We provide biblically based financial planning advice. The Bible has a lot to say about money and it has withstood the test of time. We believe it to be the Word of God and that we all have a responsibility to manage the assets God has entrusted to us, wisely. We also believe you should be proud of the investments you own. That means investing in quality companies from both a financial and values-based perspective. We have teamed up with Inspire Advisors, the world's largest low cost ETF Biblically Responsible Investment Provider to help you invest in quality companies that are doing good around the world, like fighting cancer, cleaning water and operating with high ethical and moral standards, while also working towards your financial goals.

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Socially responsible Investing

We'd like to believe that everyone wants to leave the world in a better condition than we got it, but the reality is that a lot of people aren't paying attention to it. There are a lot of things tearing it down and often times we are profiting from those very things in our investment portfolios and don't even know it. We believe in transparency and in investing in stocks and ETFs that want to make the world a better place. Whether its clean water, curing cancer, clean energy, healthcare, etc, we can help you align your investments with your values and together, we can help make the world a better place!

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