Please send me the
requested information.

*Mandatory Fields

We value your privacy. We never sell,
share or rent your info.

Have questions? Text 234-719-5933

Please send me the
requested information.

*Mandatory Fields

We value your privacy. We never sell,
share or rent your info.

Have questions? Text 234-719-5933

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!


No Giving Plan
Donating without a strategy can result in haphazard contributions that fail to align with your values and goals.


Ignoring Tax Impacts
Failing to consider the tax benefits of charitable donations can lead to missed opportunities for tax savings.


Lack of Research
Not researching charities can result in donations to ineffective or poorly managed organizations.


No Estate Planning
Overlooking charitable bequests in your estate plan may prevent your legacy from making the impact you intend.


Not Seeking Advice
Failing to consult with financial or philanthropic advisors may lead to inefficient giving and missed opportunities.


Ignoring Donor-Advised Funds
Failing to utilize donor-advised funds can prevent you from maximizing tax benefits and charitable impact.


Ignoring Local Needs
Overlooking local charities can reduce the personal impact of your donations on your community.


Ignoring Administration Fees
Donating through platforms with high fees can reduce the total amount that reaches the charity.


Giving Cash Only
Donating only cash limits tax benefits that could be realized through gifts of appreciated assets or stock.

CONTACT US

Financial Security Management Agency, Inc.
972 Youngstown Kingsville RD SE
PO BOX 830, Vienna, OH 44473

330-539-1700

CONTACT US


Financial Security Management Agency, Inc.
972 Youngstown Kingsville RD SE
PO BOX 830, Vienna, OH 44473


330-539-1700


www.fsmagency.com


matt@fsmagency.com
glen@fsmagency.com



Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Financial Security Management. Financial Security Management is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.