REDEFINING
Financial Freedom
Our Approach
We help you experience financial freedom by integrating biblical wisdom into comprehensive retirement planning, tax strategies, and investment management.
Our Services
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Personal Plans
Our comprehensive personal financial plans include Retirement Planning to help you build a secure future, Investment Management to optimize and grow your assets, Tax Planning to minimize your tax liability and maximize savings, and Legacy Planning to ensure your wealth is passed on according to your wishes. These services are designed to give you a holistic view of your financial life, empowering you to achieve both short and long-term goals while protecting your financial future.
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401k Plans
We offer a range of services aimed at improving employees' financial well-being and knowledge. These include Personal Finance Consultations for individualized guidance, Financial Literacy Workshops to educate on essential financial topics, and Financial Health Assessments to help employees evaluate and improve their personal financial situation. These services empower employees to make smarter financial decisions, reduce stress, and increase workplace productivity.
Free Financial Health Check
Click below to get access to a free financial health check-up to answer questions like the following:
Am I taking the right amount of risk?
Am I using my income wisely?
Do I have the right mix of assets?
How much wealth do I need to make work optional?
Why Kingdom Wealth Advisers
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We’re an independent registered investment advisor. This means we’re not beholden to specific products or strategies and can recommend what’s truly the best fit for your situation. It also means we’re fiduciaries and are legally obligated to put your best interests first. While we’re located in Arizona, we work with people remotely throughout the United States.
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We enhance your financial plan by providing personalized guidance and expertise, helping you make informed decisions, optimize investment strategies, manage risks, and align your goals with tax-efficient strategies, ultimately working towards growing and preserving your wealth effectively.
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We don’t have hidden fees. We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account.
We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.
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We know life gets busy, so we check in on you quarterly and schedule an annual review to ensure your plan stays on track. We also keep you up to date with market events and key information that affects your plan. Most of which can be complex, but we make it easy to understand without the use of jargon.
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We seek to make a positive impact on their clients' lives beyond just financial success. We strive to exemplify Christ's love and compassion, creating a safe and supportive environment where clients can grow not only financially but also emotionally and spiritually.
Want to learn more? Sign up below to receive a FREE
eBook of “Your Retirement, God’s Kingdom”
Lombardozzi delves into practical aspects, offering a roadmap to successful retirement planning rooted in biblical wisdom. From tax strategies, to investment management and estate planning, he provides a tangible path to enhance financial well-being. With a commitment to real application, the book empowers readers to ask the right questions and make improvements in their retirement planning.