Wealth is not simply measured by the abundance of valuable resources, but in the faithful stewardship of physical, mental, spiritual, and monetary resources at each stage in life that can empower you and future generations.

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Services

We see wealth advisory as an ongoing process specifically designed to reflect your life, your dreams, and the personal legacy you want to leave. Assessing your current financial situation, understand your goals and aspirations, and determining your tolerance for risk is at the heart of our planning.

We will offer you ideas and recommendations to help you manage issues like cash flow, retirement income, life insurance, long term-care insurance, annuities, and saving for college.

Cash Flow

  • Every financial plan begins with a spending plan that can adapt to the changing needs in your life. We help our clients establish a budget that suits their current and future needs.

Financial Planning

  • Our process begins with identifying short-term and long-term goals that will be the basis for your financial planning. We believe that understanding your lifestyle is paramount in developing the most effective strategy to meet your goals.

Retirement Planning

  • We do not believe retirement is about doing nothing, but it is another chapter in your life – one that requires stewardship of the monetary resources you have built during your career. We want to make certain that those assets are working for you in this exciting stage in your life.

Insurance Planning

  • We can discuss and provide many of the various types of insurance coverage that may be suitable for your short-term or long-term needs.

Portfolio Assessment & Review

  • Your financial plan requires ongoing monitoring to determine your progress. We take the time to talk with you about the performance of your portfolio and make any necessary adjustments.

Education Savings

  • We recommend investment and accumulation strategies to help pay for your children's education.

Presentations

We offer live presentations customized for your church or organization on building, preserving, and transferring wealth. In addition, we collaborate with Estate Planning Attorneys, Insurance Providers, and Tax Advisors.

auditorium_4 Speaking Topics
Living Free In Your Finances
Building Wealth: A Biblical Perspective
Estate Planning: Leaving A Legacy
Charitable Gift Planning




Booking
If you are interested in having a representative of Christian Alexander Wealth Advisors speak at your church or organization's event, please call 1-877-706-2532.