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.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
A look inside the U.S. government's statistics on household net worth.
What can be learned from the savings rate?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
It may help your business be better prepared in the event of the death of a principal or key employee.
It's important to make sure your retirement strategy anticipates health-care expenses.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: Right Now.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.