24/7 Access To Your Accounts – Christian Financial Advisors®

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CHRISTIAN FINANCIAL ADVISORS SYSTEM

[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_single_image image=”8317″ img_size=”full”][vc_empty_space height=”20px”][/vc_column][vc_column width=”1/2″][vc_empty_space height=”40px”][vc_heading title=”TAKE CONTROL OF YOUR FINANCIAL WORLD” subtitle=”Manage both your wealth and your well-being with ease of use.” color=”#142863″][vc_empty_space height=”20px”][vc_heading title=”ANSWERS IN THE PALM OF YOUR HAND” subtitle=”Complete access from the palm of your hand whenever & wherever” color=”#142863″][vc_empty_space height=”20px”][vc_heading title=”PROTECT YOUR IMPORTANT DOCUMENTS” subtitle=”Unlimited secure document storage to organize & protect” color=”#142863″][vc_empty_space height=”20px”][vc_btn title=”Client Portal Log In” style=”custom” custom_background=”#8da54f” custom_text=”#ffffff” shape=”square” align=”center” link=”url:https%3A%2F%2Fwealth.emaplan.com%2Fema%2Fgirardsecurities%2Fciswealthmgtgrp|title:Christian%20Financial%20Advisors%20System%20Client%20Log%20In|target:_blank”][/vc_column][/vc_row][vc_row top=”30px” bottom=”30px” bg_color=”#142863″][vc_column][vc_column_text]Our wealth management system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round. Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more. With each measure in place, you can be confident that your important information is safe and secure.[/vc_column_text][/vc_column][/vc_row][vc_row row_seperator=”row-shadow-seperator” bg_color=”#efefef”][vc_column][vc_column_text]

Organize. Monitor. Collaborate.

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ORGANIZE

Connect all your accounts for a consolidated view of your entire financial picture.[/vc_column_text][vc_empty_space height=”30px”][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon name=”fa-area-chart” icon_size=”40px” icon_color=”#142863″][vc_empty_space height=”12px”][vc_column_text]

INVESTMENTS

Interactive charts and detailed views help monitor all your accounts.[/vc_column_text][vc_empty_space height=”30px”][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon name=”fa-desktop” icon_size=”40px” icon_color=”#142863″][vc_empty_space height=”12px”][vc_column_text]

SCREEN SHARING

Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.[/vc_column_text][vc_empty_space height=”30px”][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon name=”fa-lock” icon_size=”40px” icon_color=”#142863″][vc_empty_space height=”12px”][vc_column_text]

DIGITAL VAULT

Safely store your most important financial documents, accessible 24/7.[/vc_column_text][vc_empty_space height=”30px”][/vc_column_inner][/vc_row_inner][vc_row_inner css=”.vc_custom_1504213382202{padding-top: 40px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-barcode” icon_size=”40px” icon_color=”#142863″][vc_empty_space height=”12px”][vc_column_text]

TRACK SPENDING

Know how much you’re spending, and where.[/vc_column_text][vc_empty_space height=”30px”][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon name=”fa-money” icon_size=”40px” icon_color=”#142863″][vc_empty_space height=”12px”][vc_column_text]

BUDGETING

Set budgets to help reach your savings goals.[/vc_column_text][vc_empty_space height=”30px”][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon name=”fa-tablet” icon_size=”40px” icon_color=”#142863″][vc_empty_space height=”12px”][vc_column_text]

MOBILE FRIENDLY

A complete financial picture available on your smart phone.[/vc_column_text][vc_empty_space height=”30px”][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon name=”fa-pencil” icon_size=”40px” icon_color=”#142863″][vc_empty_space height=”12px”][vc_column_text]

WORKSHOPS

See if you’re on target to reach your most important goals.[/vc_column_text][vc_empty_space height=”30px”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row row_seperator=”row-shadow-seperator”][vc_column][vc_column_text css=”.vc_custom_1504638072882{padding-bottom: 25px !important;}”]

Protect Your Important Documents

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LEGAL DOCUMENTS

[/vc_column_text][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Wills[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Deeds[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Revocable & Irrevocable Trusts[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Power of Attorney[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Codicils (Supplements made to a Will)[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Living Wills/Health Directives[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Prenuptial Agreements[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Buy/Sell Agreements[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Contracts[/vc_list_item][vc_empty_space height=”20px”][vc_column_text css=”.vc_custom_1504638132509{padding-bottom: 10px !important;}”]

BENEFITS

[/vc_column_text][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Social Security Info[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Veteran’s Administration Info[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Employment Benefits[/vc_list_item][vc_empty_space height=”20px”][vc_column_text css=”.vc_custom_1504638324276{padding-bottom: 10px !important;}”]

INSURANCE POLICIES

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BANK & INVESTMENT STATEMENTS

[/vc_column_text][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Pensions, IRAs, Annuities, etc[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Investment Accounts[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Stock Options/Certificates[/vc_list_item][vc_empty_space height=”20px”][vc_column_text css=”.vc_custom_1504638113244{padding-bottom: 10px !important;}”]

LIABILITIES

[/vc_column_text][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]List of Credit Cards with Contact Information[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Mortgages[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Loans[/vc_list_item][vc_empty_space height=”20px”][vc_column_text css=”.vc_custom_1504638149215{padding-bottom: 10px !important;}”]

TAXES

[/vc_column_text][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Tax Returns[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]W-2 Forms[/vc_list_item][vc_empty_space height=”20px”][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text css=”.vc_custom_1504638102924{padding-bottom: 10px !important;}”]

IDENTIFICATION

[/vc_column_text][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Birth Certificates[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Drivers Licenses[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Passports[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Social Security Cards[/vc_list_item][vc_empty_space height=”20px”][vc_column_text css=”.vc_custom_1504638123364{padding-bottom: 10px !important;}”]

FAMILY

[/vc_column_text][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Medical Records[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Adoption Papers[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Marriage License[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Pictures[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Audio Files[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Video Clips[/vc_list_item][vc_empty_space height=”20px”][vc_column_text css=”.vc_custom_1504638159958{padding-bottom: 10px !important;}”]

PROPERTY

[/vc_column_text][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Warranties[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Titles to Homes, Autos, Boats, etc.[/vc_list_item][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row row_seperator=”row-shadow-seperator” bg_color=”#efefef”][vc_column][vc_column_text]

The Vault

[/vc_column_text][vc_empty_space][vc_row_inner][vc_column_inner width=”2/3″][vc_column_text css=”.vc_custom_1506375310596{padding-bottom: 30px !important;}”]The Vault is a searchable repository in which files are stored for your review, and where you can store files. Files may include your financial plan, prospectuses, reports, and spreadsheets. Vault files are separated into several different folders by content.

You can save files and create sub-folders in two folders: My Documents and Shared Documents. The My Documents folder is for storing private files. The Shared Documents folder is for saving files that you want to securely share with Christian Financial Advisors^®.[/vc_column_text][vc_column_text css=”.vc_custom_1504638348950{padding-bottom: 10px !important;}”]

SECURE

[/vc_column_text][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Our system uses a 256-bit Secure Socket Layer to scramble data[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Routine Security Testing by third party security auditors[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Data secured at geographically separated data centers[/vc_list_item][vc_empty_space height=”20px”][vc_column_text css=”.vc_custom_1504638358822{padding-bottom: 10px !important;}”]

STORAGE CHECKLIST

[/vc_column_text][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Personal Documents: Driver’s License, Passports, Birth Certificate, Social Security Info[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Media: Video Recordings, Photos, Audio Recordings[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Legal Documents: Wills, Deeds, Trusts, Buy/Sell agreements, Marriage License, Title to Home/Auto/Boat[/vc_list_item][vc_list_item icon_name=”fa-square-o” icon_color=”#1e73be”]Other: Tax Returns & W-2 Forms, Pay Stubs, Employee Benefits, Insurance Policies[/vc_list_item][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”7975″ img_size=”full” alignment=”center”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row]