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    • A FEW WORDS ABOUT US

      We here at All Faith Financial Services specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • Three key decisions to make before you retire

      Three key decisions to make before you retire When to take Social Security, how to pay for health care, and how to generate income. Key takeaways: ✔ The longer you can delay collecting Social Security, the higher your benefit. ✔ Plan for health care costs and figure out how you will pay for them. ✔ Match essential expenses like food, housing, and health care with guaranteed [...]

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      4 WAYS TO SAVE WHILE PAYING OFF STUDENT LOANS

      You’ve walked across the stage, shook the university president’s hand, and waved to your beaming family and friends. All of those late nights in the library suddenly feel worth it, but you know with the student loans, the work of school is not quite yet complete. According to a report from HelloWallet, every dollar in student loan debt can end up reducing your overall retirement savings by 35 [...]

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      Planning For Your Retirement: Understanding Annuities

      Planning For Your Retirement: Understanding Annuities An annuity can be a very smart retirement investment for many people. That's not just because an annuity can provide a secure revenue stream — a monthly check — for the rest of your life, no matter how long you live. On top of that, the longer you live, the more you get what's called a "mortality credit" as you outlive other people who [...]

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    • Question:  Is this a question you can help me with? Client’s husband & Wife had a living trust. Attorney suggested that all holdings be put into the trust or make the Trust the beneficiary. Husband died several years ago, in January, 2018 the wife died. There are two beneficiaries, brother & sister. Brother in New York state sister lives in Toledo, Ohio as did mom. We recently paid [...]

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      A lot has changed in the last six months for certain federally declared disaster areas. The Bipartisan Budget Act of 2018 added relief for the California wildfires and mudslides of late 2017. The Disaster Tax Relief and Airport and Airway Extension Act of 2017 included relief for the victims of Hurricanes Harvey, Irma and Maria. The Tax Cuts and Jobs Act of 2017 granted retroactive relief to all [...]

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      Did you know your IRA could be escheated to the state as abandoned property? Not many IRA owners are aware of this possibility, but more and more are facing it. Escheatment - Bigger and Badder than Ever The legal theory of escheatment dates way back. It originally comes from old English common law. When a person with no heirs died, their property would revert back to the King. The goal was [...]

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