Christian Financial Planners
Christian financial planners
Serving New Braunfels and Central and South Texas
Christian Financial Advisors prides itself on being a financial firm that provides Christian financial planners to serve the city of New Braunfels and surrounding areas of Central and South Texas. Our firm opened its doors with the intent of providing Biblically and morally responsible investing to our clients. Since then we have continued to grow, and our Christian financial planners can now offer various types of investments and mutual funds that align with your biblical principles and Christian values.
Personal and professional service
Our office not only offers premier Christian financial planning services, but we also aim to make our business an inviting space by offering upscale, personal service no matter what your wealth status is. From complimentary cokes, coffee, and teas to fresh-baked cookies and a variety of healthy snacks, we want every visitor to feel comfortable and pampered. Our waiting area offers plush, comfortable seating as well as calm, ambient lighting with instrumental music playing in the background. All of this is available while still offering in-depth financial information from our Christian financial planners.
Wealth management
Christian financial solutions and wealth management
Offering Christian financial solutions and wealth management is only a few pieces of the puzzle when it comes to money management. Our planners strive to build personal relationships with every client, guest, or potential client who walks through our doors. Our goal is education, so you can make an informed decision. There is more to wealth management than investments, and we want to explain the options you have to create a successful plan.
Financial planning
Financial planning is the all-encompassing set of goals you have for your wealth, finances, and valuables. It involves investments and sensible decisions with your wealth, including morally responsible investing through the help of a Christian financial advisor.
Learn more →Investment management
Through morally responsible investing that combines Christian and biblical principles, we can design a diversified investment portfolio using a tactical asset allocation arrangement to help you address your financial wants, ambitions, and goals, with non-biased, fee based advice.
Learn more →Retirement income
What are your goals, hopes, and dreams for retirement? Do you have enough saved? The earlier you begin saving, the better. If you are close to retirement and want to make sure you are on the right path, we have a certified Fit To Retire® coach who can help.
Learn more →Tax planning
Yearly taxes can take up to half of your income. We work in combination with your CPA to help you both legally and morally lower your taxes to the minimum each year.
Learn more →Risk management
Whether you currently have an insurance advisor or need one to collaborate with, we work with you to form an individual plan to help protect your assets from unforeseen events.
Estate planning
Our planners collaborate with your estate planning attorney, or other individuals, after analyzing your present estate plan. We want you to be completely confident in your estate plan and the strategy behind it.
Learn more →Multigenerational planning
We never know what lies ahead. You can be prepared, financially and provisionally, for your spouse, children, and grandchildren through multigenerational planning.
Planned giving
Where do you want your assets to go once you pass? What do you want your money to support in the here and now? Through planned giving, we can help you answer these questions and create a planned giving strategy.
Learn more →Speak with one of our Christian planners today
If you are ready to learn more about what our Christian financial planners have to offer, schedule an appointment or call (830) 609-6986. We look forward to helping you invest with your biblical principles at the forefront.