As financial planners, we offer a unique blend of services to counsel you through the difficult process of estate planning.
What makes us different? Gift Planning Services is faith-based. That means we work from a foundation of Christian faith, and infuse our work with our values. At Gift Planning Services, we believe that God intended life to be abundant, and we are all stewards of these bountiful gifts. We each have the ability to make a difference…in our lifetimes, and after. Our mission at Gift Planning Services is to use our skills and financial savvy to help ordinary people do extraordinary things. Most hard working people have far more assets than they realize. We will help you identify your assets, set goals, and manage your resources in a way that supports and expands your belief system. Even with a modest estate, it is possible to create lasting good works. We can help you:
Planned giving allows you to protect your assets from undue taxation. We believe that YOU, not Uncle Sam, should be able to choose your legacy, and decide how your life ’s work will impact the future of others. We most often work directly with churches and charitable organizations, and provide our services free of charge to their congregation or members. We are not commission based. We do not answer to Wall Street as large investment firms do. We answer to a Higher Power. And we look forward to working with you.