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:
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Risk Management & Insurance Planning
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Essential Document & Account Integrations
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Tax Planning
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Planned/Charitable Giving
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Financial Planning
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Estate Planning
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Multigenerational Planning
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Retirement Planning
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Planning for Incapacity
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Titling & Beneficiary Designation
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Education & Family Support
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Investment Planning
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Executive Compensation
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Business Succession Planning
