A Professional Service of the Church in an Environment of Trust
President Steve Veazey and Coordinator Jared Fears welcome you to the
services of the Estate and Financial Planning staff.
Estate and Financial Planning provides specialized services in gift, estate, and financial planning, using a variety of tools and techniques. This team of CERTIFIED FINANCIAL PLANNER™ certificants, certified public accountants, attorneys, business and real estate counselors, and other professionals will work with you and your professionals to identify, plan for, and reach your financial goals. They offer service to members, friends, and church jurisdictions regarding issues such as personal budgeting, investment options, and retirement, gift, and estate planning through workshops, resources, and confidential individual counseling.
Workshops for congregations and mission centers can be provided by Estate and Financial Planning specialists on topics such as cash management, risk management (insurance), charitable gift planning, estate planning, investment planning, retirement planning, or tax planning. While in your local area these specialists would also be available for confidential individual counseling appointments.
Estate and Financial Planning specialists