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Ask Yourself These Questions

 

Discover how you can benefit from Christian financial planning services by asking yourself these questions...

  • Are you following your Christian principles and being a good steward of all that God has provided you?

  • Are you paying too much in income tax?

  • Are you maximizing the return on your investments?

  • Are your assets protected from frivolous lawsuits?

  • Are you achieving your financial goals... or do you need some help?

  • If something happens to you, is your family prepared?

  • Are you comfortable with the level of risk in your current investment portfolio?

  • Are you concerned about how to pass your assets on to your children, grandchildren, or your church, or charities while minimizing the tax burden?

 

Chances are, we can strengthen and solidify your financial future. This is how we can do it...

 

  • Provide guidance on Christian financial planning priorities and charitable giving

  • Strategically and carefully manage your assets
  • Recommend fruitful long-term investments for your individual situation
  • Counsel you year-round on tax issues and financial trends
  • Prepare your individual tax returns
  • Evaluate your insurance policies against current needs and future goals
  • Advise you on estate plans

What's the investment on your part? Time spent together discussing your situation and our reasonable retainer. No product sales or commissions. We are advisors, not brokers.

 

 

 

 

If you would like more information about working with us, please Contact Us or read through our PrestigeAdvisors.com website further to learn more about us and how we operate. You might also enjoy reading our sister website: Planning for Stewardship.

 

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