Services we offer

Comprehensive investment experience and services.

Bishop Financial Advisors provides complete financial planning solutions. Our expertise is in the design and implementation of comprehensive financial plans. Our products and services include:

Retirement Planning

Integrated wealth management

  • 401(k) and pension plan rollovers into tax-advantaged investment vehicles
  • Proper distribution of retirement plan assets
  • Planning multiple income streams

Asset Management

  • Fee-based financial plans
  • Portfolio management for individual investors
  • Regular portfolio review
  • Asset allocation strategies reflecting your goals
  • Investments and strategies

Comprehensive Estate Planning

  • Asset protection against probate, lawsuits, divorce, unnecessary federal and state taxes
  • Tax reduction strategy
  • Charitable remainder trust (CRT) design and implementation
  • Charitable gifting
  • Wills
  • Power of attorney
  • Consolidation of assets (Services provided through our associates)

Long Term Care

  • Planning & funding coverage
  • Examining care options
  • Assessing current coverage

Risk Management

  • Insurance review and assessment of coverage
  • Death & disability coverage
  • Income protection
  • Insurance options include:Variable, Universal, Whole, Term
  • Group benefit plans
  • Insurance rate comparisons

Trust Administration

  • Ongoing trust management for families
  • Foundation management for non-profit institutions and colleges

Mortgage Financing and Refinancing

Specialty Services

  • Financial advice and solutions for clergy
  • Income tax return preparation (Services provided through our associates)