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Testament Financial

615 South Main Street
St. Charles, MO 63301

Phone:

507-251-0437

E-mail:

Seeking The Truth With Investments

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Welcome to our Web site, where we believe that answers to money and financial stewardship can be found in the ultimate investment manual, "The Bible. "

We encourage you to look over our information and use our resources in learning more about Investing, Charitable Planning, Retirement Planning, Estate Planning, and more when guided by your morals and values.

Questions we like to ask our friends and clients are:

 Where does your money go when invested?

 Who is deciding where to put that money?

What ideals or beliefs does your money support?


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals when applying your Biblical values to your investments.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Why not apply your Biblical Beliefs to your investment strategy?

Request a free moral audit of your funds!

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

This calculator can help you estimate your annual federal income tax liability.

Determine whether you should consider refinancing your mortgage.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck