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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Couples may be able to head off many of the problems in a marriage that money can cause.
What can be learned from the savings rate?
Understanding how capital gains are taxed may help you refine your investment strategies.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
If you died, what would happen to your email archives, social profiles and online accounts?
Are you ready for retirement? Here are five words you should consider.
Have you explored all of your choices when it comes to managing your taxable income?
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?