Christian Financial Planning

What Is A Financial Advisor?

financial advisor is a professional who offers guidance, support, and recommendations when it comes to rendering financial services to clients. Financial advisor and financial planner are both terms that are used in conjunction for a similar job title. It is extremely important that a financial advisor stay on top of market trends, as well as have a good sense of future market opportunities, in order to provide clients with what they believe to be the best possible investment opportunities. Each client is different, with different goals, wants, and needs concerning their financial investments.  So a financial advisor must be aware of their specific financial situation and objectives to make the most relevant recommendations.

Christian Financial Planners

Our Christian financial planners are here to help our clients with reaching their goals while analyzing their portfolio and offering realistic solutions within their Biblical belief system. We also pride ourselves on offering top notch, personal service in a professional atmosphere. We aim to build relationships with all of our clients, not have them become another statistic within our computer system. A Christian financial advisor, as the name implies, is a financial advisor that incorporates Christian principles and Biblically responsible investing into their clients’ investment plans. This includes associated investments for:

  • Retirement Planning such as IRA’s
  • Sudden Wealth
  • Estate Planning
  • and More!

We see commercials all the time about online DIY financial resources and investing. However, the truth is that you almost certainly will not receive the same amount of attention and screening through an online source. Christian Investment Services Wealth Management Group is here to ensure that all of your pieces are in order when it comes to your search for a Christian financial planner and sound, Biblically responsible investing.

Biblically responsible investing and Christian financial planning virtually go hand in hand. CIS Wealth Management Group can perform a complete screening of your current portfolio to check for any companies in which you may be investing that do not coincide with your Biblical belief system. The ability to invest with your values is something that many individuals do not realize the financial industry has the ability to do. The Christian financial advisors here at CIS Wealth Management Group want you to feel confident and have a clear conscience when it comes to making financial decisions.

Invest With Your Values

Biblically Responsible Investing

Many Christians unintentionally invest in companies that support controversial beliefs that may not fall within their belief system when it comes to Biblically responsible investing. The Christian financial advisors here at CIS Wealth Management Group are equipped to help clients with lining up their physical resources with their spiritual beliefs, aiding them in making an eternal difference. We seek to create a personal, comfortable environment in which one can receive honest advice in order for faith based clients to implement their finances and investments for what matters in the long term.

If you are searching for a Christian financial planner who offers personal service, then please do not hesitate to contact the team at CIS Wealth Management Group.

Call (830) 609-6986 to set up an appointment with a representative at CIS Wealth Management group!