Cannon CWS®

Bob is now among an elite group of financial professionals obtaining the Certified Wealth Strategist® designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients’ today.

Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management processes and the client communication skills needed to create and build a client centric wealth advisory practice. The primary goal of the Certified Wealth Strategist® practice is to work as an effective partner for their clients with more complex wealth issues.

To integrate what Bob has learned through the certification process, Christian Financial Advisors® now has 14 Wealth Management Issues that we explore with our clients at their annual review meetings to see what strategies need to be implemented to create a total wealth management plan. Those issues are:

  1. Risk Management & Insurance Planning

  2. Essential Document & Account Integrations

  3. Tax Planning

  4. Planned/Charitable Giving

  5. Financial Planning

  6. Estate Planning

  7. Multigenerational Planning

  8. Retirement Planning

  9. Planning for Incapacity

  10. Titling & Beneficiary Designation

  11. Education & Family Support

  12. Investment Planning

  13. Executive Compensation

  14. Business Succession Planning


If you see an issue that you feel you need to address, contact our office at 830 609-6986 or email us at in**@ci*******.com and we would be glad to help you!

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