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.”
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
Making the most of surprises is a great reason to work with us.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”