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INDIVIDUALS
FM Financial believes God is calling each one of us to embark on a personal Stewardship Well Done Journey. We all have resources that have been entrusted to our care. A wise steward takes time to prioritize wisely, save and spend systematically, and give generously. Our Stewardship Journey Coaches would consider it a privilege to walk beside you on your own journey and assist with:
PLANNING
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Comprehensive financial planning - gives an in-depth view of your financial health
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Focused retirement planning - learn if you are on track for your retirement goals
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Estate planning services – assistance with essential documents such as a wills, trusts, or powers of attorney
INVESTING
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Full range of retirement and non-retirement accounts*
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Investment portfolios ranging from conservative to aggressive*
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Unique investment opportunity where you can earn a fixed rate of return while helping ministries grow**
GIVING
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Guidance that builds on your foundation of faithful tithing
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Strategies to fulfill giving goals
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Tax-wise methods to maximize the impact of gifts
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Solutions to give both during lifetime and beyond
Whenever you engage with FM Financial, you will interact with qualified professionals who understand biblical stewardship principles and are not paid by commissions. You can have peace of mind knowing you can trust us with your questions and that we always have your best interests in mind.
Wherever you find yourself on your journey, our Stewardship Journey Coaches would love to help you take the next step. Contact us for a free consultation. Today is the right time to begin the conversation.
*Some accounts, investment management, and financial planning services are offered through our wholly owned subsidiary, GuideStream Financial, which is a full-service Registered Investment Adviser firm (RIA). Click below to learn more or to access your GuideStream Financial account.
**FM Financial’s Free Methodist Investment and Loan Fund provides an opportunity to earn interest while helping churches grow. It is not authorized in all states. Click below to learn more or to access your account.
