by fmfinancial | Jun 7, 2024 | Uncategorized
Our relationship with Renovation Church in Portage, Michigan, began in the early 1990s. Most recently we worked with the congregation in 2006 on a loan to create new office space and remodel their youth space. Having a new office complex would allow them to use the...
by fmfinancial | Jun 7, 2024 | Uncategorized
Vine and Branch is a Free Methodist church that has served Liberty, New York, and the surrounding area, since 1864. Just prior to COVID, the church began growing through the addition of a number of young families with children. The growth continued throughout COVID...
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...
