Services we offer

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)

SERVICES