There are many factors to consider when formulating an investment strategy for clients.  First there is the issue of whether you are honoring God with the tithe so that He may bless you.  (Malachi 3:10)  Next there is the age of the client, the client's risk tolerance, diversification of the client's resources, the allocation of assets, the expected retirement income needs or other long-term financial objectives, etc.  CF takes a client through a step by step process to understand and formulate a sound long-term investment strategy based on the client’s current stage in life.

Services provided in developing a long-term investment strategy include:

• Discussion of career and life objectives
• Determining retirement and long-term financial needs
• Evaluation of current saving accumulation strategies and its adequacy
• The level of investment risk a client is comfortable with; its appropriateness at their stage in life
• Recommendations to start a long-term saving plan; possible improvements to an existing plan