Thoughtfully managing a windfall

Biblically Wise Advice

Only for those who are interested, Brent Hulling can incorporate biblically  wise  advice into an overall financial plan. He holds membership in Kingdom Advisors, the organization that issued his Certified Kingdom Advisor designation.

TOPICS FOR DISCUSSION WITH A BIBLICAL WORLDVIEW:

Cash flow and living expenses   >  Children and education
Debt and financial independence  >  Goal setting  >  Income tax   > 
Investments Life overview planning and perspective  >  Net worth, work and retirement
Risk management   >  Stewardship   >  Wealth transfer (estate)


WHAT THE BIBLE SAYS ABOUT SEEKING WISE COUNSEL:

“Listen to counsel and receive instruction, that you may be wise in your latter days. There are many plans in a man’s heart, nevertheless the Lord’s counsel – that will stand.”
Proverbs 19:20-21

WHAT THE BIBLE SAYS ABOUT DIVERSIFICATION:

“Ship your grain across the sea; after many days you may receive a return. Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.”
Ecclesiastes 11:1-2


Diversification does not guarantee a profit nor protect against loss.

Raymond James does not provide tax advice. Please discuss these matters with your tax professional.