Our Services
Faith-Guided Financial Counsel for Purposeful Planning
At Proverbs & Purpose Financial, Bruce Parmenter, CKA® helps individuals and families across Lakeland and the greater Tampa to Orlando area make financial decisions that reflect their faith and long-term priorities. As a Certified Kingdom Advisor® (CKA®), Bruce integrates professional financial planning with biblical principles, guiding clients to be thoughtful about not only how their money grows, but where it is invested and what it supports.
Holistic Financial Planning
Thoughtful, coordinated planning designed to bring clarity and alignment to every part of your financial life. We help connect planning decisions across protection, priorities, and tax-efficient strategies that support long-term direction.
- Comprehensive financial planning and coordination
- Insurance planning and risk management strategies
- Cash flow and budgeting guidance
- Tax-efficient planning strategies coordinated across income and retirement
- Ongoing review and plan adjustments
Values-Aligned Investing
Investment strategies designed to reflect your personal and Christian values while supporting long-term goals and responsible risk management.
- Faith-based and values-aligned investment approaches
- Portfolio construction based on goals and risk tolerance
- Ongoing portfolio monitoring and rebalancing
- Long-term investment discipline
- Clear explanation of strategy and structure
Retirement & Income Planning
Strategies focused on creating reliable income, managing risk, and coordinating withdrawals in a tax-aware manner as you prepare for or live in retirement.
- Retirement income planning and distribution strategies
- Tax-efficient income and withdrawal approaches
- Social Security timing considerations
- Required minimum distribution (RMD) guidance
- Longevity and healthcare planning considerations
Estate & Legacy Planning
Planning designed to help protect what you’ve built and support intentional legacy and charitable goals aligned with your faith and family priorities.
- Beneficiary review and coordination
- Working alongside estate planning professionals
- Charitable giving and legacy planning strategies
- Planning considerations to help reduce unnecessary tax impact on heirs and gifts
- Organizing assets for clarity and continuity
Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FDI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Speak to a Financial Professional
If you’re seeking thoughtful guidance and a values-aligned approach to your financial decisions, we’d welcome the opportunity to connect. Let’s begin with a conversation to see how we may serve you.