Our Wealth Management Processes

Our Wealth Management Processes

The earth is the Lord’s, and everything in it, the world, and all who live in it. Psalm 24:1 (NIV) WHO WE ARE We are a values based and fiduciary driven firm offering financial planning & advice, retirement planning, and investment management. We use a comprehensive team approach consisting of Registered Investment Advisors and financial [...]
It’s In There

It’s In There

By Mary Jo Lyons, CFP® A friend recently asked me “exactly how does the Bible address financial planning and investment management principles?” I provided a short summary of the principles below but my response was not as polished as it should have been. I vowed to be able to answer this in a more thoughtful [...]
Investing With Your Values

Investing With Your Values

What Is Values Based Investing? Values based investing integrates Biblical guidelines with an investment portfolio. This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not. Helping Clients Make Informed Decisions Christian Financial Advisors provides potential and [...]
There’s An App For That!

There’s An App For That!

Christian Financial Advisors System Did you realize that you can check your account balances, access important documents and track your complete financial picture through the Christian Financial Advisors app on your smart phone or tablet? The CIS app gives you instant access to all this and more from anywhere. If you don’t already have the [...]
Our Corporate Trustee Program

Our Corporate Trustee Program

Christian Financial Advisors now offers corporate trustee services through a strategic relationship with Schwab*. You can protect your family’s financial legacy long after you are gone with a personal trust and appoint a corporate trustee for non-biased and professional management. What Are Some Benefits of Establishing a Personal Trust? A personal trust can provide a [...]
Why You Should Use A Holistic Certified Wealth Strategist

Why You Should Use A Holistic Certified Wealth Strategist

Investment Advisor VS Wealth Advisor People often view financial advice through a single lens, as investment advice. However, there’s a big difference between simply managing your investment portfolio (one aspect of your overall finances) and a holistic approach to coordinating your entire financial picture. Only a full-service, independent financial advisor provides the critical planning services [...]
Wealth Management University

Wealth Management University

Bob and Nathaniel attended Wealth Management University on the University Of Texas Campus for a week in October. Bob started the CWS-Certified Wealth Strategist program last year and has been going through all the classes during 2016. He has now completed all the study materials and only has to write and submit a 45 page [...]
Investment Management

Investment Management

We offer many different investment options to choose from for all our clients and work hard to tailor the most appropriate portfolio strategies for each individual situation. Unlike other firms, we don’t use the “one size fits all” approach with just a few choices. From setting up a savings account to planning for a child [...]