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Bob is now among an elite group of financial professionals obtaining the Certified Wealth Strategist® designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients’ today.

Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management processes and the client communication skills needed to create and build a client centric wealth advisory practice. The primary goal of the Certified Wealth Strategist® practice is to work as an effective partner for their clients with more complex wealth issues.

To integrate what Bob has learned through the certification process, Christian Financial Advisors^® now has 14 Wealth Management Issues that we explore with our clients at their annual review meetings to see what strategies need to be implemented to create a total wealth management plan. Those issues are:

1. Risk Management & Insurance Planning

2. Essential Document & Account Integrations

3. Tax Planning

4. Planned/Charitable Giving

5. Financial Planning

6. Estate Planning

7. Multigenerational Planning

8. Retirement Planning

9. Planning for Incapacity

10. Titling & Beneficiary Designation

11. Education & Family Support

12. Investment Planning

13. Executive Compensation

14. Business Succession Planning

If you see an issue that you feel you need to address, contact our office at 830 609-6986 or email us at info@ciswealth.com and we would be glad to help you!

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