The 5 Paw Experience By Athena Translated By Jenna Peters I love working with Christian Financial Advisors. I get to lay around all day but really don’t have to do much except greet people and eat buttered toast from Bob, both of which I love! As soon as a visitor walks in the door, I [...]
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 [...]
Financial planning is a key part of wealth management and one of the services offered to our investment clients as a benefit of doing business with us. For those who do not have investment accounts with us, our financial planning services are offered for an hourly rate. We have a list of 20 Financial Planning [...]
By Athena Translated By Jenna Peters As a dog, I don’t have to worry much about saving for a rainy day. I take that back; there are a few bones I have buried in the backyard just in case my human forgets to feed me one day or I want a little snack. With humans, [...]
Are you planning to retire within the next 5 years? Will you need to decide between a lump sum payout or a monthly pension amount? Do you worry if you’ll outlive your current retirement savings and if you have enough? Do you wonder what you’ll do with the time you’ll gain once you retire from [...]
The elections are upon us. It's hard to turn on a t.v., radio or look at anything on the internet without hearing opinions of which party, the democrats or republicans, are going to do a better job of running the country. One side is about the government knowing what is best for all of us, [...]
By Bob Barber Over the past few years, stocks and bonds have seen a tremendous amount of day-to-day and month-to-month volatility. Volatility is the price an investor has to be willing to pay if they want long term growth, but many investors don’t realize, or forget this, when they actually experience volatility in their portfolio. [...]
Did you realize if you have a fee based managed account with Christian Financial Advisors and are paying our annual advisory fee, you also have access to more services for no additional charge? Below is a list of these services: A personal, comprehensive, mobile friendly website, that integrates your complete financial picture in one secure [...]
By Kirsten Otto Looking for ideas to tell your mom “I Love You” this Mother’s Day? How about doing something unique and different from the standard card and flowers? What about giving toward a water well in an African village as a reminder of your mom’s provision for you growing up? Sponsor a child in [...]
We Love to Hear From You! We sent out a short survey by email to learn how we are achieving our goals communicating with our clients. Thank you to all who responded! We will be using your responses to see how we can improve and serve you to the best of our ability. If you [...]
