John and his wife Mary are devout Christians.
Like many families, they are busy with their life, kids and career, but they are also focused on giving back and living life guided by their Christian beliefs.
For them, life is guided by their biblical values and they want a Christian financial advisor who has similar values and shared faith.
John and Mary want an advisor who can help them with the following:
How can I accomplish my retirement goals?
How can we make better use of our existing financial resources?
What's the optimal mix of investments based on our risk tolerance, goals, and time horizon?
How can I reduce taxes leading up to and through retirement?
What's the best way from a tax perspective to give to charities and others in need?
Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not by suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms' investment advisory services.