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We act as your guide helping you make wise financial decisions throughout life. We offer multiple fee based financial advisory solutions to fit your needs and specific situation. We incorporate wisdom, stewardship, and Christian values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan. We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you.
[/vc_column_text][/vc_column][/vc_row][vc_row top=”0px” bottom=”0px”][vc_column][vc_empty_space height=”30″][/vc_column][/vc_row][vc_row][vc_column][vc_custom_heading text=”SERVICES” font_container=”tag:h5|font_size:20px|text_align:left” use_theme_fonts=”yes” css=”.vc_custom_1686605389189{margin-bottom: 0px !important;}”][vc_custom_heading text=”What We Do” font_container=”tag:h2|font_size:40px|text_align:left” use_theme_fonts=”yes” css=”.vc_custom_1686605403137{margin-bottom: 20px !important;}”][vc_column_text]With our ongoing Biblically responsible investment management and financial planning processes, we stay by your side through the years to help you wisely pursue your financial goals, one step at a time. As life happens, we help you make the necessary adjustments to stay on track. We believe financial planning and investment management is a journey, not a destination.[/vc_column_text][vc_empty_space height=”50px”][ultimate_carousel slide_to_scroll=”single” slides_on_desk=”3″ slides_on_tabs=”2″ slides_on_mob=”1″ autoplay=”off” el_class=”carousel-boxes” adaptive_height=”on” item_space=”0″][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-money” icon_size=”32″ icon_color=”#619248″ title=”Fees & Service Tiers” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Ffees-service-tiers%2F|title:Fees%20%26%20Service%20Tiers” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-invoice-dollar” desc_font_color=”#444751″]Christian Financial Advisors® offers tiered services based on total assets under management, providing investment management and financial planning for your unique financial journey.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-list-alt” icon_size=”32″ title=”Investment Services” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Finvestment-management-services%2F|title:Investment%20Management%20Services” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-chart” desc_font_color=”#444751″]We tailor your investments to align with your Christian values, financial objectives, and risk attitude, ensuring your money is optimally working for you!
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-road” icon_size=”32″ title=”Financial Planning” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Ffinancial-planning-services%2F|title:Financial%20Planning%20Services” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-road” desc_font_color=”#444751″]Our team of Christian financial advisors will design a plan to evaluate your current financial situation and direct you toward Kingdom-focused financial freedom.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-paper-plane-o send-o” icon_size=”32″ title=”Retirement Planning” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Fretirement%2F|title:Retirement%20Planning” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-paper-plane” desc_font_color=”#444751″]We empathize with your retirement fears & needs, guiding you through life’s highs and lows for comprehensive financial peace of mind.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-group users” icon_size=”32″ title=”Estate Planning” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Festate-and-inheritance-planning-in-wealth-management%2F|title:Estate%20Planning” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-family” desc_font_color=”#444751″]Estate planning sets your asset transfer roadmap at death, while avoiding potential pitfalls. We assist in this complex task, coordinating with your attorney.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-money” icon_size=”32″ title=”Planned Giving” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Fplanned-giving-in-wealth-management%2F|title:Planned%20Giving” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-hand-holding-dollar” desc_font_color=”#444751″]Planned giving crafts generational legacies and optimizes tax benefits using strategies like Donor Advised Funds, Charitable Trusts, etc., fostering income growth & a lasting legacy.
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