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 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 independent advice to match your values.
Financial Guidance You Can Count On
“When we can help someone pursue 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.”
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Knowing your options when a CD matures can help you make a sound investment decision.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Tips on insuring your teen driver.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When should you take your Social Security benefit?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The market is as unpredictable as the weather. We’d love to help you prepare.
Pundits say a lot of things about the markets. Let's see if you can keep up.