Loan Fund Ministry Highlight: Cristo La Senda (Brandon, FL)
WHAT WE DO
PLANNING
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Financial Planning
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Retirement Planning
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Estate Planning
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Legacy Planning
INVESTING
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Individual Accounts
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Organization Accounts
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Retirement Accounts
(IRA, 403(b), 401k)
GIVING
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Build on your Faithful Tithing
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Maximize Impact
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Give Strategically
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Leave a Legacy
Welcome to the
STEWARDSHIP WELL DONE JOURNEY
While other financial service providers talk about wealth accumulation, FM Financial talks about living a life of Stewardship Well Done. To help explain what we mean, we have developed a unique tool called the Stewardship Well Done Journey. It consists of nine waypoints designed to position your finances around biblical stewardship principles and lead to the realization that wise stewardship results in freedom and joy in Christ. Each journey is unique. Wherever you find yourself today, we would love to help you take your next step. There's always room for more travelers on the Stewardship Well Done Journey. We're so glad you've joined us.
1.
PRIORITIES
Determine what life priorities matter most.
2.
BUDGET
Prepare and follow a budget that includes tithing and giving all along the way.
3.
ESSENTIAL
DOCUMENTS
Draft a basic estate plan including a will or trust and powers of attorney,
4.
EMERGENCIES
Assess insurance needs and build/maintain 3-6 months of living expenses.
5.
RETIREMENT
Make monthly contributions to capture all 401(k) and 403(b)
matching funds.
6.
DEBT
Pay off all credit card and consumer debt.
7.
SAVE
Set aside more for retirement, education, future purchases, and charitable opportunities.
8.
PLAN
Engage a professional for comprehensive financial planning and investment management.
9.
LEGACY
Use proven gifting strategies to maximize your impact on the people and ministries you love.
STEWARDSHIP WELL DONE BY THE NUMBERS
36
16,000+
35
Years in Business
Clients Served
Qualified Experts
FREE METHODIST INVESTMENT AND LOAN FUND
FM Financial manages the Free Methodist Investment and Loan Fund, which provides loans to Free Methodist churches and related ministries at reasonable rates. Loans are made possible through ministry-minded friends of The Free Methodist Church - USA who invest in the fund.
*The offer of securities is made solely by the Offering Circular. Not available in all states