Your Profile Has Been Received!

Thank you for completing the Confidential Profile. Our staff will be contacting you shortly for the next steps. On behalf of the entire Christian Financial Advisors Team, we’re looking forward to serving you and your family!

In the meantime, you may submit a copy of your recent statement(s) for the account(s) you wish to transfer by using the secure form below. If you plan to fund your new account(s) using a bank account then no statements are needed.