[vc_row top=”0px” bottom=”20px” full_width=”stretch_row” css=”.vc_custom_1434544165859{padding-top: 100px !important;padding-bottom: 100px !important;background-color: #eaeaea !important;}”][vc_column][vc_column_text]Financial planning can mean many different things to different people depending on what stage of life they are in. Our Financial Planning Modules are a way you can pick and choose what’s most important to you now and in the future. Each module is customized to your particular situation.[/vc_column_text][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#dddddd”][vc_column][vc_row_inner css=”.vc_custom_1457032293929{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-group” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 1: Long Term Retirement Planning” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on portfolio needs for retirement and advance funding requirements.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px”][vc_column][vc_row_inner css=”.vc_custom_1457032336443{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-line-chart” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 2: Income Tax Planning and Accounting” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on collaborating with CPAs to employ a broad range of accounting, tax, and consulting services to lower the burden of taxes for business owners and high income earners.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#dddddd”][vc_column][vc_row_inner css=”.vc_custom_1457032347367{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-briefcase” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 3: Asset Protection Assessment” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on restructuring portfolios to protect against potential lawsuits and unforeseen liabilities.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px”][vc_column][vc_row_inner css=”.vc_custom_1457032362819{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 4: Social Security Planning” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on coordinating Social Security benefits with retirement portfolio to maximize wealth.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#dddddd”][vc_column][vc_row_inner css=”.vc_custom_1457032375518{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-bed” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 5: Long Term Care Planning” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on analyzing long term care payment options: out of pocket; insurance; or pre-fund.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px”][vc_column][vc_row_inner css=”.vc_custom_1457032387154{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-mortar-board” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 6: Long Term Educational Planning” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on funding higher education for future generations.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#dddddd”][vc_column][vc_row_inner css=”.vc_custom_1457032403518{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-group” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 7: Estate and Multi Generational Inheritance Planning” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on involving children and grandchildren in financial and estate planning processes while collaborating with an estate planning attorney for wills, trusts, limited partnerships, limited liability, etc.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px”][vc_column][vc_row_inner css=”.vc_custom_1457032418222{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-edit” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 8: Life Insurance Assessment” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on maximizing death benefits without raising cost by restructuring inefficient older term, universal and whole life policies.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#dddddd”][vc_column][vc_row_inner css=”.vc_custom_1457032430009{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-home” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 9: Real Estate Assessment” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on analyzing real rates of return on single and multi-family properties after all expenses.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px”][vc_column][vc_row_inner css=”.vc_custom_1457032442669{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-money” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 10: Long Term Gifting and Charitable Planning” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on non cash, immediate and deferred giving techniques.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#dddddd”][vc_column][vc_row_inner css=”.vc_custom_1457032451564{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-building” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 11: Investment Property and Capital Gains” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on utilizing tax strategies in advance of selling an investment property with large capital gains to dramatically lower taxes.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px”][vc_column][vc_row_inner css=”.vc_custom_1457032460516{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-fax” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 12: Old Retirement Account Assessment” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on analyzing old 401k, 403b, IRA accounts and annuity asset allocations and restructuring as needed.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#dddddd”][vc_column][vc_row_inner css=”.vc_custom_1457032475472{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-credit-card” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 13: Bank CD and Savings Account Planning” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on safely maximizing returns with alternative strategies for today’s low rates.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px”][vc_column][vc_row_inner css=”.vc_custom_1457032482920{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-puzzle-piece” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 14: Expected Inheritance Planning” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on setting short, medium, and long-term goals for an expected incoming inheritance.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#dddddd”][vc_column][vc_row_inner css=”.vc_custom_1457032492343{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-globe” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 15: Oil and Gas Royalty Income Planning” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on using creative tax strategies to maximize passive income.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px”][vc_column][vc_row_inner css=”.vc_custom_1457032508791{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-adjust” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 16: Diversification Assessment” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on asset allocation assessment of all financial and investment accounts and recommendations to update allocation as needed.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#dddddd”][vc_column][vc_row_inner css=”.vc_custom_1457032518279{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-money” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 17: Financial Statement Assessment” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on updating values of all assets and liabilities arriving at what your real net worth is today.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px”][vc_column][vc_row_inner css=”.vc_custom_1457032528855{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-bolt” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 18: Risk Management Assessment” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on doing a detailed analysis of property and casualty insurance policies to expose unforeseen liabilities.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”10px” bg_color=”#dddddd”][vc_column][vc_row_inner css=”.vc_custom_1457032543359{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-credit-card” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 19: Budget Planning” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on discovering where money is going and learning how to use the latest technologies to stay on track.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”10px” bottom=”20px”][vc_column][vc_row_inner css=”.vc_custom_1457032556026{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}”][vc_column_inner width=”1/4″][vc_icon name=”fa-home” icon_size=”80px” icon_color=”#163463″][/vc_column_inner][vc_column_inner width=”3/4″][vc_custom_heading text=”MODULE 20: Mortgage Debt Payoff” use_theme_fonts=”yes”][vc_separator style=”simple” color=”#669900″][vc_column_text]Focus is on doing a detailed analysis of mortgage debt and what will be the total interest until payoff, versus paying off debt immediately with cash that is presently making a decent rate of return.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_empty_space height=”20px”][vc_column_text]

Call (830) 609-6986 to set up an appointment with a representative at Christian Financial Advisors^® group!

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