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 [...]
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, [...]
Dates To Remember SEPTEMBER 5, 2016 - Labor Day - OFFICE CLOSEDCIS MessengerTotal Wealth Management Edition Christian Financial Advisors is a full service wealth management advisory firm. We look at all aspects of wealth management and focus on eight areas that encompass total wealth management: Financial Planning, Retirement Planning, Investment Management, Tax Planning, Risk Management, [...]
College Savings Plans Rules for Withdrawals from 529 Higher Education Savings Plans and Coverdell Educational Savings Accounts (ESA). LEARN MORE Stock & Bond Market Strategies If you have been an investor for at least 10 years and you have a buy and hold investment portfolio, now may be the time to get tactical. LEARN MORE [...]
Bob Barber Rachael Barber Nathaniel Morris Pat Hail Kirsten Otto Jenna Peters Bonus! Bob's football pic! Click below to read other articles from the Christian Financial Advisors August 2016 Newsletter College Savings Plans Rules for Withdrawals from 529 Higher Education Savings Plans and Coverdell Educational Savings Accounts (ESA). LEARN MORE Stock & Bond Market Strategies If [...]
Advice for the Recent Grad in Your Life It’s that time of year again! The time where high school grads are going off to college for the first time. I’m sure many of you have kids and grandkids that will be starting this journey, and you want them to be as comfortable as possible when [...]
Are you using our Christian Financial Advisors System? As a client, this is your personal Christian Financial Advisors account consolidation system… and so much more. The Christian Financial Advisors System provides the capability to bring together ALL of your financial accounts and holdings in one place. Not only can you view your investment accounts with [...]
If you have been an investor for at least 10 years and you have a buy and hold investment portfolio, now may be the time to get tactical. The United States stock and high yield bond markets have completely rebounded from their major downturns of the early and late 2000’s and are now at all [...]
