PLANNING: 2023 Highlights

In 2023, we provided hope and peace to families through 107 financial planning engagements and 234 estate planning engagements. Kingdom-minded clients designated over $20 million to be distributed to ministry in the coming years through revocable estate planning documents.

REAL LIFE STORY:  We were introduced to a single gentleman through our relationship with one of our Free Methodist universities. Our new friend desired to use the value of his home to benefit the university when he died. We were able to help him make plans that allow his mother to continue living in the home if she survives, and then use proceeds from the sale of the home for a scholarship fund that honors one of the influential professors in his life.