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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!

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

This calculator can help you determine how soon you can pay off your mortgage.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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