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.
Additionally, they want an advisor who can help them with the following:
Identify the goals God has put in our heart to accomplish and then quantify how much is necessary to accomplish them.
Design and implement a plan to create sustainable income in retirement.
Be able to give to church in retirement without the risk of running out of money.
Motivate us to take the steps necessary to reach a more desirable future by making better use of existing resources and increasing cash flow margin
Help us stay on track and maintain our progress toward our pre-determined goals, resulting in peace of mind.
What's the best way from a tax perspective to give to charities and others in need?
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