

Life Stages of a Christian Investor We Serve
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Retirees interested in maintaining a high quality of life during retirement and planning for their family legacy
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Individuals and couples who are going through periods of transition including retirement, loss of a spouse, career change, divorce or inheritance
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Philanthropist who needs help developing a charitable gifting strategy to complement their investment strategy
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Young families that are interested in laying the foundation for their financial future with sound financial decisions

As Christian Advisors We look For Families Who:
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Have a strong faith in God
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Needs help passing on their assets to the next generation
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Take pleasure in helping others through an organization (church, charity, volunteering, etc.)
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Enjoy pursuing personal interests and spending time with family and friends
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Have no desire to manage their investment savings themselves
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Understand the benefits of receiving outside help, and willing to pay for professional advice
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Want more time to spend doing the things they truly enjoy doing
