F.A.I.T.H. Driven Planning

Who We Serve

Individuals and Families

Owners and their Business

We partner with custodians and investment providers that offer our team and clients with solutions to their current and ongoing needs.

Accounts we can support include the following:

Individual retirement accounts (i.e. IRA, Roth IRA)
Individual, Joint accounts
Trust accounts
Uniform Gifts to Minors
College 529
Donor Advised Fund account

Owners and their Business

We partner with custodians and investment providers that offer our team and clients with solutions to their current and ongoing needs.

Company Accounts we can support include the following:

SEP IRA
SIMPLE IRA
Individual 401k
401k, 403(b)
403(b)(9) Church Plans
Business account (manage cash, short-term goals)

-Objectives

Capital Preservation

Investors seeking to preserve capital and avoid as much loss as possible. Includes investments often associated with limited to low volatility, stability in price or income, some form of guarantee or safety.

Income

Investors seeking reliable income and capital preservation. Includes investments often associated with blue-chip dividend paying stocks and fixed income type investment vehicles.

Growth & Income

Investors seeking both income and growth opportunities.

Growth

Investors seeking capital appreciation and high levels of growth. Includes investments often associated with companies focused on increasing revenue potential, sector funds, specialized investment strategies and emerging markets

Investment Options

Recommendations may include but are not limited to:

Certificates of Deposit, Mutual Funds, Equities and Fixed Income, Exchanged Traded Funds, Annuities and Insurance products.

Non-Traded Real Estate Investment Trust and 1031 Exchange options available.

We do not offer Private Placements or Oil & Gas Programs; however, we will evaluate them and provide guidance on these products.

We believe everyone should have a plan in place before making investment decisions. To get started, from developing your plan to making strategic decisions, we are here to help. Schedule an initial meeting by clicking the link below.

Schedule an initial meeting!

Firm Disclosures: ADV 2A

Advisory services offered through L.M. Harwood, Inc. dba F.A.I.T.H. Driven Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where F.A.I.T.H. Driven Planning and its representatives are properly licensed or exempt from licensure.

Insurance products offered through L.M. Harwood, Inc. dba F.A.I.T.H. Driven Insurance Services CA Insurance License #6009504.

This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by F.A.I.T.H. Driven Planning unless a client service agreement is in place.

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