Athena’s Tips and Tricks on Why Being A CIS Client is Pawesome
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 want them to feel welcome and comfortable (and give me a treat). If you are having a ruff day, I want to make you feel better! I call this the “CIS Athena Experience”. However, there is more to being a Christian Financial Advisors client than just having the pleasure of a beautiful chocolate lab by the name of Athena greet you.
Here are 15 reasons why being a Christian Financial Advisors client is pawesome!
- Investment management and strategies to fit every stage of life
- Personal financial planning services
- Tax planning strategies to possibly lower your income taxes**
- Retirement lifetime income planning
- Retirement life coaching
- Estate planning advice and strategies*
- Comprehensive risk management assessment for liability exposure*
- Long-term care planning
- College funding planning for your children and grandchildren
- Multi-generational planning with you and your children and grandchildren
- Consultation meetings with you and your CPA/accountant and attorney*
- Financial analysis for major purchases like real estate (home, farm and ranch, vacation home, rental properties and remodeling), recreational vehicle and automobile, airplane, boat, etc.
- Creative and Deferred Giving Strategies to fund the causes you care about
- A personal, comprehensive, mobile friendly website, that integrates your complete financial picture in one secure location
- A personal, family website to capture your heritage and legacy
*We bring together an experienced team of autonomous professionals that work together to serve our clients’ total wealth management needs. These professionals may charge a separate fee for their individual services.
**Seek the advice of a Certified Public Accountant (CPA) as tax laws are constantly changing and vary depending on each individual situation
Check out other articles from our October 2016 Newsletter
Is A Financial Crisis Imminent?
Is a future financial crisis imminent? See what Bob has to say about “doomsday” and a future investment strategy.
Will Oil Prices Increase Again?
Oil has played a large part in our Texas economy. What does the recent oil boom & recession hold for the future?
Corporate Trustees & Estate Planning
Is inheritance always a blessing? Learn more about setting up your estate plan efficiently when it comes to your beneficiaries.
Your Family Legacy. Preserved.
CIS has collaborated with FamilyArc, an online family data history storage website, in order to better preserve your legacy!
Why Being A CIS Client is Pawesome!
See what advice, tips, and tricks Athena has to talk about this month when it comes to finance and Christian Financial Advisors!
The views expressed represent the opinion of Christian Financial Advisors®. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Christian Financial Advisors® believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Past performance is not indicative of future results. For any discussion of equity securities: Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. For any discussion of taxes: Christian Financial Advisors® does not provide tax advice and encourages you to seek guidance from a tax professional.