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We understand that each of our clients is unique, and pride ourselves on the quality service with which we meet every individual need. We greatly value our client's faith in our work and what we can provide:

FLEXIBILITY You may name any charity(s) or individual(s) as the beneficiaries of your estate.

STAFFING Our professionals have backgrounds that include law, business, finance, theology, education, planned giving and administration. We have the experience of assisting clients with estates that range in value from $20,000 to $7.5 million.

LOYALTY We take you through the entire process, from start to finish. You will never be "handed off." You may call us toll free to ask questions or make changes at any time. We are always available to you.

 

 


PRIVACY Financial Planning Ministry is an independent third party. Confidentiality is assured.

NETWORK As a member of the Christian Legal Society, FPM has access to a national network of Christian attorneys in all 50 states, for your convenience.

VERIFICATION Estate gifts may be verified, as copies of these documents are kept on file in our Southern California office.

 

Financial Planning Ministry | 5 Peters Canyon Road, Suite 330 | Irvine, California 92606 | (800) 871-4901 | msprior@fpm.org