Integrating Life and Generosity
God has generously allowed my family and I to walk with Him in serving others through a variety of organizations. Here are a few of my favorites:
Transformational Living Ministries provides sober living houses centered on doing life together with Christ and one another. https://www.transformationallivingministries.com/
Clarity provides hope, education, restoration, sonograms, and much more.
Beloved provides backpacks filled with age appropriate needs for children navigating the foster care system. "Be filled. Be carried."
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise and the deep expertise of my Thrivent team to help you map out a path to a more generous financial future.
Financial Planning
Tax Efficiency Planning
Distribution Planning
Roth IRAs and Roth Conversions
Charitable Giving Strategies
Creative Financial Strategies
Mutual Funds
Wealth Management
Investment Management
Protecting loved ones against the impact of disability, death, & long term care
Estate and Legacy Strategies
Donor Advised Funds
Answering questions such as:
“How much insurance do I need?”
"What can I do with an old 401k?"
"Why would I want a Roth IRA?"
"How do I pay the bills during illness or injury recovery?"
"How can I devote less income to taxes and more to causes I care about?"
"When can I work by choice and not because I have to?"
"Should I pay down the mortgage or invest for the future?"
"How can I get free of debt obligations?"
"How do I prepare for the costs of health care or taking care of my parents?"
Book a quick Zoom conversation with Greg
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Locations
Columbus Office
- Phone:
- 812-314-9244