Dwight Montgomery, a seasoned financial advisor with a background in helping clients enhance their wealth, now serves as the President of National Christian Foundation Ohio. In this role, he dedicates his time to educating individuals on innovative non-cash giving techniques, empowering them to optimize their charitable giving plans.
Ohio Regional Partner Chris Johnson and Dwight Montgomery, CFP®, CKA® connected to discuss these strategies in this informative video.
Disclaimer:
All opinions expressed in this video are for general informational purposes only. Vantage Financial does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments or planning strategies may be appropriate for you, consult your financial advisor or other industry professional prior to investing or implementing a planning strategy. As always please remember investing involves risk and possible loss of principal and past performance does not guarantee future returns; please seek advice from a licensed professional.