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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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    • 6 Social Security Changes Coming in 2017

      Social Security beneficiaries will receive a slight increase in their Social Security checks in 2017. There have also been several recent tweaks to the program that change how married couples can collect benefits. Here’s a look at the new Social Security rules for 2017: A modest increase in payments. Social Security payments will increase by 0.3 percent beginning in January 2017. [...]

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      Give Your Kids the Gift of Giving

      The run up to the holidays at the end of the month is an especially great time to teach young children some money and life lessons. Have The Kids Clean Their Closets, Rooms, and Playrooms. The goal is to create a single pile of all the toys, books and clothes that are no longer used or wanted. As a family take a look at the pile and separate the stuff that was used a lot-but has outgrown its [...]

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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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