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 Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Knowing the rules may help you decide when to start benefits.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding how capital gains are taxed may help you refine your investment strategies.
A look inside the U.S. government's statistics on household net worth.
There are ways to improve your physical fitness without denting your fiscal fitness.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Why are 401(k) plans, annuities, and IRAs so popular?
The decision whether to buy or rent a home may have long-term implications.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are things you can do to keep yourself safe when you lose your wallet.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”