Dave Moffitt

Regional Representative

SERVICES DAVE CAN ASSIST YOU WITH. . .

Financial Planning

Personal Financial Analysis
Investment Strategy Assessment
Retirement Planning

Investment Management

Investment & Loan Fund
Personalized Investment Management

Estate Planning

Last Will & Testament
Revocable Living Trust
Power of Attorney

Gift Planning

Gifts of stock, real estate, and other assets
Charitable Remainder Unitrust
Charitable Gift Annuity
Endowment

MEET DAVE. . .

Dave Moffitt serves The Free Methodist Foundation as a part-time regional representative. Dave was born and raised in Kokomo Indiana.  He has an extensive business background, business consultant and entrepreneur.  As a Regional Vice President he supervised over 350 Family Dollar Stores before taking an early retirement in the Spring Arbor area.  He now spends a significant amount of time with friends and constituents in Light and Life Park in Florida.  He has helped launch their recent campaign to build a new pool, reorganize their golf course and improve the park’s financial condition.  Dave and his wife, Jane have 2 sons and 3 grandchildren.  He enjoys spending time with friends and watching his grandchildren play sports.

CALL/TEXT: (517) 416-1626

EMAIL: dmoffitt@fmfoundation.org

 

CONTACT US TODAY TO BEGIN THE CONVERSATION

We believe that with effective counsel and financial management, each person can multiply the impact of the resources entrusted to their care. 

Hours

Monday: 8:00am – 5:00pm
Tuesday: 8:00am – 5:00pm
Wednesday: 8:00am – 5:00pm
Thursday: 8:00am – 5:00pm
Friday: 8:00am – 4:00pm
Saturday: Closed
Sunday: Closed

FMF Financial Services

8050 Spring Arbor Rd
PO Box 580
Spring Arbor, MI 49283
(517) 750-2727: phone
(517) 750-2752: fax