Finding a financial advisor should be treated like a job interview, especially when choosing a Christian financial advisor. You probably don’t want just any investment advisor handling your money, which is essentially your future. In order to try and find the best financial advisor for you and your situation, Bob and Shawn have put together 21 questions that they believe you should ask a financial advisor. This includes questions like:
– What is your educational background?
– What kind of safeguards do you have in place to protect my financial information?
– What if something happened to you, or you were out on vacation or sick leave, who would serve me?

All of these and more are addressed in this episode so that you can be as confident as possible in your future when it comes to choosing a financial advisor.

21 Questions Handout:

Christian Financial Perspectives Episode 130

*About Christian Financial Perspectives*
Christian Financial Perspectives covers everything from “Investing in stocks, mutual funds and ETF’s” to “Planning for Retirement” to “Buying Investment Real Estate” to “Creating a Family Legacy” from a Biblical Worldview. The Bible has over 2000 scriptures that speak wisdom into how Christians can successfully structure their finances for a victorious life that honors God. Most people do not realize that Jesus spoke more about stewardship than heaven and hell combined.

*About Christian Financial Advisors®®*
Christian Financial Advisors®® is headquartered in Central Texas and serves clients nationwide with offices in New Braunfels and Boerne, Texas. Our focus is guiding you toward your financial goals by integrating values-based advice into financial planning, retirement planning, and investment management.

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_Investment advisory services offered through Christian Investment Advisors, Inc DBA Christian Financial Advisors®, a registered investment advisor. Comments from today’s show are for informational purposes only, and not to be considered investment advice or recommendations to buy or sell any company that may have been mentioned or discussed. The opinions expressed are solely those of the hosts’ Bob Barber and Shawn Peters, and their guests. Bob and Shawn do not provide tax advice and encourage you to seek guidance from a tax professional. 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._