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Services
Risk Management
Christian Financial Group provides comprehensive risk management services aimed at managing the local and international claims programs for our clients who have a plenty of individual financial needs. Our services are perfect for businesses with frequent claims, self-financed risk, or large deductibles.
Credit risk management;
Debt advisory;
Asset management advisory;
Economic capital management.
Retirement Strategies
Christian Financial Group offers true financial planning that focuses on allow our clients to retire in peace a prosperity. Through the use of the following strategies we come up with a customized approach to getting you where you want be in life:
Lifetime Income
Tax-Loss Harvesting;
Roth vs Traditional IRA's and 401k;
Indexing when appropriate.
Investment Advisory
We consider plenty of investment options and choices, it is advisable to hire a trusted consultant who can provide you with a well-thought-out result-oriented financial plan. We are always ready to help you!
Investment management;
Asset allocation;
Investment strategy;
Portfolio management.
Tax Planning
Our experienced financial advisors provide clients with comprehensive retirement tax consultations with step by step guidance to help minimize problems and maximize tax deductions.
Tax diversification;
Tax-Loss harvesting;
Roth conversion strategies.