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Our team strives to understand your financial and emotional needs and fears when it comes to retirement planning, as well as guide you through all of life’s obstacles and victories.
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Why is Retirement Planning so Important?
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Whether you’re 25, 55 or 70, retirement planning is an integral part of the wealth management and financial planning process. No one plans to fail, they just fail to plan. There are many factors that contribute to a successful retirement. A few of these include: planning for income taxes and inflation, cash flow needs, estate planning, spousal needs, health, emotional and spiritual needs, risk in the markets, investing, and the list goes on. Many who are already retired feel many of these burdens.
We realize you need a guide to navigate you through all these obstacles. Our team of experienced advisors strive to understand your financial and emotional needs, desires and fears when it comes to retirement planning. We know from experience that retirement today is much more than just about you. It’s also about family time, your spouse, children, and grandchildren, volunteering at a local charity, traveling the country and world as well as hobbies and outdoor activities. We are that advisor who seeks to understand you and guide you through all of life’s personal and financial obstacles as well as victories.
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Guidance. Planning. Confidence.
[/vc_column_text][vc_empty_space][vc_column_text]During the working years we focus on accumulating the assets needed for income later in life. As retirement draws near it is important to adjust our thinking and strategies. The three main financial phases are:
Retirement accumulation
Retirement income for life
Leaving a legacy to those we care about after we are gone
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Goals
What are your goals for retirement and beyond? What is it you are trying to accomplish and for what purpose? We begin with the end in mind.
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The Now
What do you have for retirement now? What are all your current financial positions that need to be used?
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Analysis
Analyze your current resources for retirement and how they are positioned.[/vc_column_text][vc_empty_space height=”35px”][/vc_column_inner][/vc_row_inner][vc_empty_space][vc_row_inner css=”.vc_custom_1469635108096{padding-top: 10px !important;padding-right: 10px !important;padding-bottom: 10px !important;padding-left: 10px !important;}”][vc_column_inner width=”1/3″][vc_single_image image=”10484″ img_size=”100×100″ alignment=”center”][vc_column_text]
Develop
Develop a retirement plan to pursue your retirement goals.[/vc_column_text][vc_empty_space height=”35px”][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”10486″ img_size=”100×100″ alignment=”center”][vc_column_text]
Implement
Implement your retirement plan and put it into action.[/vc_column_text][vc_empty_space height=”35px”][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”10487″ img_size=”100×100″ alignment=”center”][vc_column_text]
Ongoing
Review your retirement plan annually and make adjustments accordingly to meet your goals.[/vc_column_text][vc_empty_space height=”35px”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row row_seperator=”row-line-seperator” top=”30px” bottom=”30px” bg_color=”#163463″][vc_column width=”1/4″][vc_single_image image=”11189″ img_size=”85×85″ alignment=”center” css=”.vc_custom_1594328706933{border-radius: 2px !important;}”][/vc_column][vc_column width=”1/2″][vc_column_text]
Schedule an initial appointment.
Learn more about Christian Financial Advisors® and how to get started.
[/vc_column_text][/vc_column][vc_column width=”1/4″][vc_btn title=”Schedule An Appointment” style=”custom” custom_background=”#8da54f” custom_text=”#ffffff” shape=”square” align=”center” link=”url:%2Fmeet|title:schedule%20an%20appointment|target:%20_blank|” css=”.vc_custom_1594328717843{padding-top: 15px !important;}”][/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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