Our Vision & Mission
Our Vision
To become the trusted, long-term financial partner for individuals and families who want their money decisions to reflect both wisdom and faith, helping them move toward lasting stability, freedom, and legacy.
Our Mission
To serve each client with personalized financial guidance, clear education, and honest advice—grounded in faith-based values—so they can make confident decisions, protect what matters most, and stay on track through every season of life.
Building Your Financial Future with Integrity
At Trusted Faith Financial Services, we believe true financial security is the foundation of a life lived with purpose. Through personalized retirement income, life insurance, annuity and tax-aware planning grounded in integrity and biblical stewardship, we guide every recommendation with a sincere commitment to serving others. While we are unashamedly rooted in our Christian values, we welcome clients from all walks of life. From our home office in Joshua, Texas, we work with families and business owners across the country by phone and video, explaining every option in plain language so you can protect what you have built and plan your next chapter with confidence.
Schedule Your Private Financial Review
We invite you to request a confidential consultation to talk through your retirement, protection, and legacy goals with our team.
Office Location
Joshua, Texas (home office, by appointment). Serving the Dallas-Fort Worth area and clients nationwide by phone and video.
Confidential Contact
L.Montgomery@trustedfaithfinancial.com
(817) 518-2659
Service Hours
Mon — Fri: 9:00 AM - 5:00 PM (CST) Weekends by Private Appointment Only (CST)
Retirement Income Planning — Life Insurance — Annuities — Tax-Aware Strategies — Estate & Legacy Planning — Family Protection — Business Owner Planning