[vc_row top=”20px” bottom=”20px”][vc_column][vc_single_image image=”6015″ img_size=”Full” alignment=”center”][vc_row_inner][vc_column_inner][vc_column_text]
The 5 Paw Experience
By Athena
Translated By Jenna Peters
I love working with Christian Financial Advisors®. I get to lay around all day but really don’t have to do much except greet people and eat buttered toast from Bob, both of which I love! As soon as a visitor walks in the door, I want them to feel welcome and comfortable (and give me a treat). If you are having a ruff day, I want to make you feel better! I call this the “CIS Athena Experience”. However, there is more to being a Christian Financial Advisors® client than just having the pleasure of a beautiful chocolate lab by the name of Athena greet you.
Here are 15 reasons why being a Christian Financial Advisors® client is pawesome!
[/vc_column_text][vc_list_item icon_name=”fa-area-chart” icon_color=”#669900″ link=”url:%2Fservices%2Finvestment-planning-in-wealth-management|title:Investment%20management|”]Investment management and strategies to fit every stage of life[/vc_list_item][vc_list_item icon_name=”fa-money” icon_color=”#669900″ link=”url:%2Fservices%2Fchristian-financial-planning%2F|title:Christian%20Financial%20Planning%20Services|”]Personal financial planning services[/vc_list_item][vc_list_item icon_name=”fa-university” icon_color=”#669900″ link=”url:%2Feducation%2F27-income-tax-strategies%2F|title:Income%20Tax%20Strategies%20for%202016|”]Tax planning strategies to possibly lower your income taxes**[/vc_list_item][vc_list_item icon_name=”fa-bicycle” icon_color=”#669900″ link=”url:%2Fservices%2Fretirement-planning%2F|title:Retirement%20Planning|”]Retirement lifetime income planning[/vc_list_item][vc_list_item icon_name=”fa-comments-o” icon_color=”#669900″ link=”url:%2Fservices%2Ffit-to-retire%2F|title:Retirement%20Planning%20and%20Retirement%20Coaching|”]Retirement life coaching[/vc_list_item][vc_list_item icon_name=”fa-home” icon_color=”#669900″ link=”url:%2Festate-and-inheritance-planning-in-wealth-management%2F|title:estate%20planning%20advice%20and%20strategies|”]Estate planning advice and strategies*[/vc_list_item][vc_list_item icon_name=”fa-flash” icon_color=”#669900″ link=”url:%2Frisk-management-in-wealth-management%2F|title:comprehensive%20risk%20management%20assessment%20for%20liability%20exposure|”]Comprehensive risk management assessment for liability exposure*[/vc_list_item][vc_list_item icon_name=”fa-line-chart” icon_color=”#669900″]Long-term care planning[/vc_list_item][vc_list_item icon_name=”fa-mortar-board” icon_color=”#669900″]College funding planning for your children and grandchildren[/vc_list_item][vc_list_item icon_name=”fa-group” icon_color=”#669900″ link=”url:%2Fmulti-generational-planning-in-wealth-management%2F|title:multigenerational%20financial%20planning|”]Multi-generational planning with you and your children and grandchildren[/vc_list_item][vc_list_item icon_name=”fa-pencil” icon_color=”#669900″]Consultation meetings with you and your CPA/accountant and attorney*[/vc_list_item][vc_list_item icon_name=”fa-automobile” icon_color=”#669900″]Financial analysis for major purchases like real estate (home, farm and ranch, vacation home, rental properties and remodeling), recreational vehicle and automobile, airplane, boat, etc.[/vc_list_item][vc_list_item icon_name=”fa-heart” icon_color=”#669900″ link=”url:%2Fservices%2Fcreative-giving-techniques%2F|title:creative%20and%20deferred%20giving%20strategies|”]Creative and Deferred Giving Strategies to fund the causes you care about[/vc_list_item][vc_list_item icon_name=”fa-tablet” icon_color=”#669900″ link=”url:%2Fservices%2Fcis-wealth-management-system%2F|title:CIS%20Wealth%20Management%20System|”]A personal, comprehensive, mobile friendly website, that integrates your complete financial picture in one secure location[/vc_list_item][vc_list_item icon_name=”fa-desktop” icon_color=”#669900″ link=”url:%2Fservices%2Ffamilyarc%2F|title:FamilyArc%20Personal%20Archiving%20Website|”]A personal, family website to capture your heritage and legacy[/vc_list_item][vc_column_text css=”.vc_custom_1468532873607{padding-top: 15px !important;}”]*We bring together an experienced team of autonomous professionals that work together to serve our clients’ total wealth management needs. These professionals may charge a separate fee for their individual services.
**Seek the advice of a Certified Public Accountant (CPA) as tax laws are constantly changing and vary depending on each individual situation[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#163463″][vc_column][vc_column_text css=”.vc_custom_1475772510925{padding-top: 5px !important;padding-right: 10px !important;padding-bottom: 5px !important;padding-left: 10px !important;}”]
Check out other articles from our October 2016 Newsletter
[/vc_column_text][/vc_column][/vc_row][vc_row top=”20px” bottom=”10px”][vc_column width=”1/3″][vc_column_text css=”.vc_custom_1475776688405{padding-bottom: 10px !important;background-color: #e8e8e8 !important;}”]
Is A Financial Crisis Imminent?
[/vc_column_text][vc_single_image image=”6112″ img_size=”full” alignment=”center” onclick=”custom_link” link=”/2016/10/06/is-a-financial-crisis-imminent/”][vc_column_text]Is a future financial crisis imminent? See what Bob has to say about “doomsday” and a future investment strategy.[/vc_column_text][vc_btn title=”LEARN MORE” style=”custom” custom_background=”#163463″ custom_text=”#ffffff” shape=”square” align=”center” i_align=”right” i_icon_fontawesome=”fa fa-arrow-right” link=”url:%2F2016%2F10%2F06%2Fis-a-financial-crisis-imminent%2F|title:Is%20A%20Financial%20Crisis%20Imminent|” add_icon=”true” button_block=”true” css=”.vc_custom_1475776716410{padding-top: 10px !important;}”][/vc_column][vc_column width=”1/3″][vc_column_text css=”.vc_custom_1475776616536{padding-bottom: 10px !important;background-color: #e8e8e8 !important;}”]
Will Oil Prices Increase Again?
[/vc_column_text][vc_single_image image=”6157″ img_size=”full” alignment=”center” onclick=”custom_link” link=”/2016/10/06/will-oil-prices-increase-again/”][vc_column_text]Oil has played a large part in our Texas economy. What does the recent oil boom & recession hold for the future?[/vc_column_text][vc_btn title=”LEARN MORE” style=”custom” custom_background=”#163463″ custom_text=”#ffffff” shape=”square” align=”center” i_align=”right” i_icon_fontawesome=”fa fa-arrow-right” link=”url:%2F2016%2F10%2F06%2Fwill-oil-prices-increase-again%2F|title:Will%20Oil%20Prices%20Increase%20Again|” add_icon=”true” button_block=”true” css=”.vc_custom_1475776632195{padding-top: 10px !important;}”][/vc_column][vc_column width=”1/3″][vc_column_text css=”.vc_custom_1475776541126{padding-bottom: 10px !important;background-color: #e8e8e8 !important;}”]
Corporate Trustees & Estate Planning
[/vc_column_text][vc_single_image image=”6155″ img_size=”full” alignment=”center” onclick=”custom_link” link=”/2016/10/06/corporate-trustees-and-estate-planning/”][vc_column_text]Is inheritance always a blessing? Learn more about setting up your estate plan efficiently when it comes to your beneficiaries.[/vc_column_text][vc_btn title=”LEARN MORE” style=”custom” custom_background=”#163463″ custom_text=”#ffffff” shape=”square” align=”center” i_align=”right” i_icon_fontawesome=”fa fa-arrow-right” link=”url:%2F2016%2F10%2F06%2Fcorporate-trustees-and-estate-planning%2F|title:Corporate%20Trustees%20and%20Estate%20Planning|” add_icon=”true” button_block=”true” css=”.vc_custom_1475776573957{padding-top: 10px !important;}”][/vc_column][/vc_row][vc_row top=”20px” bottom=”10px”][vc_column width=”1/3″][vc_column_text css=”.vc_custom_1475772710345{padding-bottom: 10px !important;background-color: #e8e8e8 !important;}”]
Your Family Legacy. Preserved.
[/vc_column_text][vc_single_image image=”6162″ img_size=”full” alignment=”center” onclick=”custom_link” link=”/2016/10/06/your-family-legacy-preserved/”][vc_column_text]CIS has collaborated with FamilyArc, an online family data history storage website, in order to better preserve your legacy![/vc_column_text][vc_btn title=”LEARN MORE” style=”custom” custom_background=”#163463″ custom_text=”#ffffff” shape=”square” align=”center” i_align=”right” i_icon_fontawesome=”fa fa-arrow-right” link=”url:%2F2016%2F10%2F06%2Fyour-family-legacy-preserved%2F|title:FamilyArc%20Websites|” add_icon=”true” button_block=”true” css=”.vc_custom_1475772742248{padding-top: 10px !important;}”][/vc_column][vc_column width=”1/3″][vc_column_text css=”.vc_custom_1475772615665{padding-bottom: 10px !important;background-color: #e8e8e8 !important;}”]
Why Being A CIS Client is Pawesome!
[/vc_column_text][vc_single_image image=”6015″ img_size=”full” alignment=”center” onclick=”custom_link” link=”/2016/10/06/athenas-tips-and-tricks-on-why-being-a-cis-client-is-pawesome/”][vc_column_text]See what advice, tips, and tricks Athena has to talk about this month when it comes to finance and Christian Financial Advisors®![/vc_column_text][vc_btn title=”LEARN MORE” style=”custom” custom_background=”#163463″ custom_text=”#ffffff” shape=”square” align=”center” i_align=”right” i_icon_fontawesome=”fa fa-arrow-right” link=”url:%2F2016%2F10%2F06%2Fathenas-tips-and-tricks-on-why-being-a-cis-client-is-pawesome%2F|title:Financial%20tips%20and%20tricks%20from%20Athena|” add_icon=”true” button_block=”true” css=”.vc_custom_1475772647268{padding-top: 10px !important;}”][/vc_column][vc_column width=”1/3″][/vc_column][/vc_row]