Charitable gift planning allows our clients to support the organizations and causes they’re passionate about while providing immediate income streams and valuable tax benefits.
We offer variety of gift-planning vehicles to maximize the benefits to both the donor and the recipient by utilizing creative strategies to help clients support their favorite causes and leave a lasting legacy without impacting their family’s long‐term financial stability.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. GFG Strategic Advisors is independently owned and operated. GFG Strategic Advisors is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.