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The Free Methodist Foundation
8050 Spring Arbor Road
PO Box 580
Spring Arbor, Michigan 49283
phone: 517.750.2727
toll free: 800.325.8975
fax: 517.750.2752
email: info@fmfoundation.org
Financial Planning
The Financial Planning process allows you to receive a comprehensive view of your unique financial situation. The process includes the following:
• goal setting
• asset allocation
• accumulation funding
• insurance services
• education funding
• retirement planning
• estate planning
Clients engaging The Free Methodist Foundation for financial planning services receive a Financial Profile completed by experts who together represent more than fifty years of experience in the various aspects of financial planning. Based on the Financial Profile, personnel are able to make the best investment recommendations to you to help you meet your financial needs.
Contact a Financial Planner
Learn more about a Financial Profile