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 advice 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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
These food myths will really put a drain on your wallet.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
It's important to understand the pros and cons when considering a prepaid debit card.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations? Here are three tips.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Even low inflation rates can pose a threat to investment returns.