Establishing Relationship
It all starts with trust. Our most important goal is to understand your needs so we can help fulfill them. Our strongest relationships have lasted since we founded Wayne Christian Financial Services in 1987.
Financial & Investment Planning
Managing your finances and knowing how to plan and invest for your future can be overwhelming. At Wayne Christian Financial Services, we’ll work with you to make a plan and provide tools you need so you can feel more confident in your financial future.
Income Planning
We specializes in crafting an income plan for your retirement. We strive to give our clients confidence in their retirement so they can spend more time living in retirement than worrying about retirement.
College Planning
Rising education costs require a forward-thinking plan. Wayne Christian Financial Services can help you prepare for one of life’s biggest investments.
Business, Estate, Insurance & Tax Planning
We will work with you to craft a plan enabling you to manage your wealth in a tax efficient way. We’ll walk you through the steps and help manage your affairs so the tasks don’t seem so daunting. From employee retirement plans to trust development we have you covered.
About Wayne Christian Financial Services
Wayne Christian Financial Services offers all-encompassing services for our clients. We strive for a reputation based on a high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From managing your wealth to planning for your family’s future, Wayne Christian Financial Services can assist you with your financial goals.
Whether you are a veteran of success or are just starting to manage your portfolio, Wayne Christian Financial Services can help you achieve your goals.
Our Advisors
“For more than thirty years, it has been my goal to help workin’ folks achieve their American Dreams. I am humbled and proud of what we have accomplished for our clients and look forward to continuing that legacy with their children and grandchildren for generations to come.” – Wayne Christian
“Growing up, my parents taught me the lesson of working hard and the value of a hard-earned dollar. I’m excited to inherit the legacy of Wayne Christian Financial. I am even more excited about the future of our business and look forward to working with our clients to help them realize their American Dreams.” – Liza Christian Firmin, CFP®
Our financial
Advisement Process
At Wayne Christian Financial Services, we have established a six-step process to stimulate success. We hope you’ll join us on that journey:
Establishing Relationship
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Plan to Action
Monitoring Portfolio Progress
Gathering Data and Goals
Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to help strengthen it. The more information you provide to us, the better we can assist you in developing a plan with recommendations that fit your specific needs.
Evaluating Financial Status
Wayne Christian Financial Services encourages an honest dialogue between client and advisor to help meet expectations. No matter your current financial position, we will get you where you want to go. Some of our best clients started with us when they only had about $250 to invest—if that. We want to work with you, no matter what your financial position is, so we can help you grow your assets.
Review our Recommendations
All of our plans and recommendations are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you. For our plans to work, we must have your buy-in so it can be a plan that works for you.
Setting Your Plan to Action
When our financial plans meet your approval, we will begin to implement them. This is an exciting part of the process. We will work to identify various products, whether they are investments, insurance, or savings vehicles. We will assist you in opening accounts, reallocating accounts or providing you guidance on your responsibilities for those services we do not provide.
Monitoring Portfolio Progress
At its best, working with Wayne Christian Financial becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way. No financial plan stops when it is put into motion. Everyone changes over time, and so should your plan. Careers change, you welcome new family members, and say good bye to loved ones. Through various stages in life you may experience changes, challenges, and rewards in your financial status. We want to be a part of those experiences and we look forward to advising you on ways you can take each new financial change and challenge and turn it into a great opportunity.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.
Meet Our Team
Our experienced and enthusiastic team thrives on client satisfaction. Please visit our company page to learn more about our advisors.
Schedule a meeting with an advisor
We’d love to hear from you. Give us a call or shoot us an email and we’ll get started. You can also click here to set up a profile and learn more about financial planning concepts.