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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!

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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How much do you need to save each year to meet your long-term financial goals?

How much Disability Income Insurance do you need?

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

How much will it cost to pay off a loan over its lifetime?

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