Services

The Garth Financial Group, Inc. offers a number of services to fully provide for the needs of a multi-faceted client base which include:

• Investment Policy Statements
• Estate Planning
• Fiduciary Services
• Church and Ministry Advisory

GFG can help create an Investment Policy Statement. Many Endowments, Foundations, Churches, and Associations are managing and investing their funds without having a written Investment Policy Statement in place. Developing an investment policy will enable you to protect your organization’s portfolio from ad hoc revisions of sound long-term policy.

In working with our clients, GFG integrates estate planning concepts in the advice we provide for our clients. We are prepared to work with a client’s attorneys and accountants to develop a plan that effectively coincides with a client’s financial objectives.

For clients who wish to utilize a corporate trustee in their wealth planning, GFG offers its clients a full range of fiduciary services through Wachovia Bank, N.A. and Wachovia Trust. Under this arrangement, GFG manages the client’s investments while Wachovia Bank handles the trust’s administrative details.

GFG realized the need to assist ministries with their financial planning and church growth needs. As a result, the Church Advisory service was created to advise Churches in five specific areas:

• Endowment Management
• Short Term Cash Management
• Expansion Development Consulting
• Pastoral Retirement Planning
• Financial Education for Parishioners (Seminars and Workshops)