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Personal Advisor and Trusted Advocate
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Automated Investing with Leading ETFs
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Human Access with No Minimum Deposit
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Independent Fiduciary and Fee-only Advice
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Free Online Financial Plan with Account
Give
Did you know:
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Giving can lower depression according to the University of Notre Dame?
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Financial giving can be a dynamic part of your estate plan and legacy?
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Your gifts of time and kindness can also make a difference?
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Charitable donations can provide a significant tax deduction or credit?
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Your gifts can be managed in an investment portfolio by Schutte Financial?
While providing for our family is a priority for most of us, making an impact with your legacy through giving requires careful planning.
We work with estate planning and tax attorneys to provide you with options for supporting your favorite charity or someone in need.
Who’s life will you change from your giving?
“One gives freely, yet grows all the richer; another withholds what he should give, and only suffers want. Whoever brings blessing will be enriched, and one who waters will himself be watered.”
Featured Charity
If you would like to learn more about options for giving as you support a heritage of generosity and invest in your legacy, such as a Donor Advised Fund (DAF), we can help you navigate the details. Contact us today for a free consultation.
To start your own giving campaign, visit our friends at Giving Zone!
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