SERVICES FOR INDIVIDUALS
At FM Financial, we believe living a life of Stewardship Well Done involves planning with purpose, investing with discipline, and giving with joy. Each of the services we offer is designed to help you excel in these areas. Together they lead to hope and peace as you thoughtfully steward the assets God has entrusted to your care.
PLANNING
PLANNING with purpose lays the foundation for responsible and effective stewardship of resources. Our comprehensive financial planning, focused retirement planning, and charitable estate planning services can help set you on the right course during life, provide stability in times of incapacity, and provide for the people and ministries you love after death.
INVESTING
INVESTING with discipline based on a long-term financial plan provides the best opportunity for effective long-term stewardship. Our wide array of retirement and non-retirement account options can be tailored to meet your unique needs and help you enact the plans you have put in place.
GIVING
GIVING with joy is a transformative act that is the privilege, and duty, of the faithful steward. We can introduce you to tax-wise giving strategies that help you determine the best asset to give, the best timing for your gift, and the best giving method to use.
In order to provide a full array of professional services while remaining compliant with various financial service industry regulations, some services are offered through the Free Methodist Investment and Loan Fund, GuideStream Financial, and GuideStream Charitable Gift Fund.
How FM Financial Can Serve You
The Stewardship Well Done Journey
To assist individuals and families in living a life of Stewardship Well Done, FM Financial has developed a unique tool called the Stewardship Well Done Journey. It consists of nine waypoints designed to position your finances around biblical stewardship principles.
A Word from the FM FInancial Team
“I love that my daily work with charitable trusts connects the generous hearts of donors with real ministry needs.”
Sheila Nunthoolall
Manager of Trust Administration
“It has been my pleasure for over 20 years to meet with generous families who want to use their estate plan to glorify God and further His work on earth.”
Chris DeBacker
Vice President of Estate and Gift Planning
“I am grateful for the opportunity to use the accounting gifts and abilities God has given me to further His kingdom through my work at FM Financial.”
Beth Hall
CFO