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.
GFG Strategic Advisors and its representatives, Dean Grant, Allix Dennis, Steven Prance, Joe Hodges, Troy Allen, and Clay Kirkley are presently licensed to sell traditional life insurance in GA, SC, FL, TX, AL. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services. Variable life and annuity products, as well as other securities products, may be sold in GA, SC, FL, TX, and AL. Residents of other states should consult with a local registered representative for securities products. 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.