What makes Faith Investment Services different?
Gary Reese's passion for Biblically Responsible Investing (BRI) led him to start his own firm in 2003, after being a leader in the financial industry since 1987. BRI is the purposeful accumulation of resources in a way that honors God, respects His priorities, and is obedient to scripture. Gary believes that every Christian should understand the influence of BRI and that every Christian should consider having their current investments screened to see what values they are supporting.
Faith Investment Services is located in Bluffton, Ohio—a small community in Northwest Ohio. Gary currently serves clients in over 10 states. Gary is a trained researcher and has a host of credentials garnered from years of study. He has international teaching experience and has been a mentor and trainer for other registered representatives.
As a former pastor and missionary, he is sensitive to the needs and unspoken concerns of people around him. He is committed to active listening. This creates an environment where he can explain options and teach financial principles without creating pressure. His clients appreciate being able to ask any question and receiving his advise free of obligation.
In the financial services industry, registered representatives are often called ‘independent’ or ‘captive.’ An independent registered representative is free to research a variety of products or plans that might meet your specific needs and implement what he perceives to be appropriate from a very broad field of choices. A captive agent is either employed by or committed to a specific company or family of products. When a captive registered representative looks for a solution, their field of choices is limited by what their company offers. Gary is committed to offering a broad range of solutions for YOUR unique financial needs.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
When considering life insurance, it's important to understand your options.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Are you ready for retirement? Here are five words you should consider.
There are hundreds of ETFs available. Should you invest in them?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What if instead of buying that home, you invested that money?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.