GuideStone offers Executive Services
An enhanced level of service is available to executives of Baptist agencies and institutions and key leadership of large churches, such as:
1) Personalized service
- Single point of contact
- Frequent communication & exchange of ideas
- Quality service delivered with integrity and Christian values
2) Customized reports
- Multiple views of account performance (historical to present)
- Consolidated reports on family or household basis
- Tailored to meet individual needs
3) Guided approaches to savings
- Helps for identifying long-term goals
- Strategies for obtaining goals
- Relationships throughout pre and post retirement
4) Specialized communications
- Updates on retirement and savings related legislation
- Annual tax tips
- Periodic newsletters and access to financial articles
5) Expertise
- Credentialed professionals
- Familiar with rules and protocols of Christian nonprofits
- Team approach—the executive/key leadership’s financial advisor and GuideStone