Qualified Plans
Do you have any ethical or moral concerns about how your 401(k), SIMPLE IRA or SEP contributions are being invested? Are you practicing "morally responsible investing"?
What do we mean? As Christians, we are concerned and careful that we do not invest our personal funds into companies involved in abortion, pornography, gambling, etc.. There may be other employees in your firm that share these beliefs and would re-direct their investments if they were given the opportunity.
Four out of five adults (83%) contend that they are concerned about the moral condition of the nation. This ranges from Atheists/Agnostics (60%) to Evangelical Christians (98%).1 If Americans are concerned about our country's moral decline, shouldn't we change its direction?
Today there are a wide variety of socially responsible and faith-based investment alternatives available. We can help identify investments that do not involve the securities of any company that is actively contributing to the moral decline of our society. We would be happy to help you take a zero tolerance stand in the moral screening of your investments.
No one can predict the future, but we can help you prepare to meet it. Call us today so we can help you combine your investment goals with your moral convictions.
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1 Barna Research Group of Ventura, California (August 6, 2002 & November 3, 2003), (www.barna.org)
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