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.