Christian Families
John and his wife Mary are devout Christians.
Like many families, they are busy with their life, kids and career, but they are also focused on giving back and living life guided by their Christian beliefs.
For them, life is guided by their biblical values and they want a Christian financial advisor who has similar values and shared faith.
Additionally, they want an advisor who can help them with the following:
Key Concerns:
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Identify the goals God has put in our heart to accomplish and then quantify how much is necessary to accomplish them.
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Design and implement a plan to create sustainable income in retirement.
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Be able to give to church in retirement without the risk of running out of money.
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Motivate us to take the steps necessary to reach a more desirable future by making better use of existing resources and increasing cash flow margin
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Help us stay on track and maintain our progress toward our pre-determined goals, resulting in peace of mind.
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What's the best way from a tax perspective to give to charities and others in need?
Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not by suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms' investment advisory services.
