03/17/2026
Last week our group heard from Lee Paglia of Faithward Advisors, who shared how his firm helps individuals and families plan for their financial future.
Lee discussed services including wealth management, retirement and tax planning, life insurance, estate planning, and investment strategies tailored to each client’s stage of life and goals. He also explained how Faithward supports clients through major life events like inheritance, estate administration, and changing income needs.
Thanks to Lee for an informative presentation and for sharing how thoughtful financial planning can help families prepare for the future.
We provide individual investors, small businesses, and nonprofit organizations with Biblically-based financial advice and strategy.