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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!

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much would your monthly lease payment be?

Use this calculator to estimate how much income and savings you may need in retirement.

How Long Will Your Funds Last?

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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