Dedicated planning your way
Together we'll assess Christians financial picture and explore how one can:
- Help strengthen your financial picture.
- Protect your financial future.
- Prepare for an unexpected injury or loss.
- Plan for extended care expenses.
- Invest with purpose and manage your assets.
- Explore more tax -efficient ways to manage your money.
- Save and prepare for income in retirement
- Address your advanced estate planning needs.
How we serve our clients
We currently work with clients all over the state of Florida as well as California, Colorado ,Delaware, Georgia, Illinois, Maryland, Michigan, Minnesota, and North Carolina.
We conduct our appointments by either phone, in our office, or virtually. Virtual meetings work best when you have access to a laptop with a webcam or and IPAD - any device that is large enough for you to view documents.