One of the commitments of Christian Financial Advisors has been to make investment recommendations to each client which reflects their specific long term financial goals, investment temperament, allowance for market volatility, and risk tolerance. This means each client’s portfolio is tailored specifically to them, and will look dissimilar from their friend or neighbor’s who has [...]
Nathaniel Congratulations to Nathaniel Morris who earned his 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 [...]
By Bob Barber A few months ago, we were pleased to announce that Christian Financial Advisors opened branch locations in both the Houston and Corpus Christi areas run by Mary Jo Lyons CFP®. We have already been serving clients in these area for many years, since we have clients all across Texas and throughout the [...]
BOB One of my favorite Christmas memories was in the mountains of Colorado when all the kids were still young. We stayed in a condo nearly above the tree line in Summit County and experienced as white a Christmas as one can experience. We did it all. We built a snowman, took a sleigh ride [...]
If you have a prayer request, we would love to add you to our prayer request list. Our very own Pat Hail has a special prayer request board in his office where he writes down each request as a reminder to pray throughout the day/week. The staff also prays together every morning and takes time [...]
Image from Hailey Branson-Potts/Los Angeles Times We all heard about Hurricane Harvey and its aftermath. The center of the hurricane was located directly over Rockport, and wind speeds reached 115-130 mph, leaving destruction in its path. We are confident, over time, that Rockport will be restored back to the beautiful coastal community where many of [...]
Our goal is to serve you in a personal way while offering the latest in technology. Therefore, we are proud to share that you can now set appointments online with Bob or Nathaniel! Instead of having to call during office hours to set an appointment, you can now pick a time that works for you, [...]
Have you ever misplaced an important piece of paper and searched hours or even days for it? Have you ever worried about losing your important files in case of a disaster at home that could destroy them? Have you ever been out of town and needed to access a file on your computer’s desktop at [...]
Budgeting in the Christian Financial Advisors System is a quick and easy way to stay on top of your expenses, and in turn stay on top of your financial goals. Expense transactions feed into your budget and are applied to budget categories you set. You can have the system memorize transactions so that budgeting becomes [...]
