Bob Earns CWS® Designation
Bob is now among an elite group of financial professionals obtaining the 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 and the client communication skills needed to create and build a client centric wealth advisory practice. The primary goal of the Certified Wealth Strategist® practice is to work as an effective partner for their clients with more complex wealth issues.
To integrate what Bob has learned through the certification process, Christian Financial Advisors now has 14 Wealth Management Issues that we explore with our clients at their annual review meetings to see what strategies need to be implemented to create a total wealth management plan. Those issues are:
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Risk Management & Insurance Planning
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Essential Document & Account Integrations
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Tax Planning
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Planned/Charitable Giving
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Financial Planning
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Estate Planning
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Multigenerational Planning
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Retirement Planning
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Planning for Incapacity
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Titling & Beneficiary Designation
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Education & Family Support
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Investment Planning
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Executive Compensation
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Business Succession Planning
If you see an issue that you feel you need to address, contact our office at 830 609-6986 or email us at [email protected] and we would be glad to help you!
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.