Personal, Professional, Ethical
Bishop Financial Advisors prides itself on getting to know you personally by understanding that your financial situation is unique, complex, and is best served by someone who shares your values.
Personal: You will appreciate our personal approach that treats you as a person with dreams, aspirations, and feelings instead of an investment account.
Professional: Our experience, continuing education and training, professional certifications, and affiliations make us uniquely qualified to provide sound advice, solid management, and comprehensive wealth planning.
Ethical: Holding ourselves to the highest standard of honesty and integrity. We provide financial clarity and unbiased advice to match your values.
Financial Guidance You Can Count On
“When we can help someone meet their financial goals, using a solid, well-disciplined plan, I know that we’ve made a positive difference in someone’s life for decades to come.”
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
There are things about Social Security that might surprise you.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The decision whether to buy or rent a home may have long-term implications.
There are things you can do to keep yourself safe when you lose your wallet.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like the junk in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.