by fmfinancial | Mar 5, 2024 | Uncategorized
Through our generous donors, we distributed over $8 million to various ministries in 2023. These gifts included $1.2 million from existing endowments; $1.5 million from gift maturities; $2 million from outright gifts (cash, securities, real estate, qualified...
by fmfinancial | Mar 5, 2024 | Uncategorized
FM Financial’s assets under management increased to $583 million in 2023. This includes retirement accounts, non-retirement accounts, endowments, charitable trusts, managed accounts, pension accounts, charitable giving accounts, and more. We are now supporting...
by fmfinancial | Mar 5, 2024 | Uncategorized
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...
by fmfinancial | Mar 5, 2024 | Uncategorized
The past year was another year of growth at FM Financial as we continue to provide professional investment guidance and investment management from a biblical perspective. We hope you will enjoy reading about the highlights of 2023 in this newsletter. Statistics can...
by fmfinancial | Mar 5, 2024 | Uncategorized
The GuideStream Financial operations team assists clients with all of their needs related to GuideStream accounts. From setting up new accounts to facilitating transfers and managing distributions, they are dedicated to serving each client with compassionate care and...
