The Value of Being a Client of Christian Financial Advisors
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 location
- Personal financial planning services
- Estate planning advice and strategies*
- Tax planning strategies to possibly lower your income taxes**
- Comprehensive risk management assessment for liability exposure*
- Retirement lifetime income planning
- Retirement life coaching
- Long-term care planning
- Multi-generational planning with you and your children and grandchildren
- Consultation meetings with you and your CPA/accountant and attorney*
- College funding planning for your children and grandchildren
- 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.
Want to take advantage of one or more of these services? Contact us today at 830-609-6986.
* 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
Click below to read other articles from the Christian Financial Advisors May 2016 Newsletter
Value of Being a Christian Financial Advisors Client
The Gift of a College Education
Remembering Memorial Day
Ideas for Mother’s Day
Thank You For Sharing!
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.