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.”
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
A look inside the U.S. government's statistics on household net worth.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
It's important to understand how inflation is reported and how it can affect investments.
It may help your business be better prepared in the event of the death of a principal or key employee.
For some, the social impact of investing is just as important as the return, perhaps more important.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate conservation is too important to put off. Do you have a smart exit strategy?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.