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THE FAITH-BASED FINANCIAL LEGACY PLAN™
“The Proactive Stewardship Approach to Church Membership Growth and Attrition”
The Faith-Based Legacy PlanTM is a proactive stewardship approach to membership growth and attrition that
consist of financial literacy strategies that enhance and support the vision of the church. It was created
specifically to help empower pastors and church leaders to systematically handle the financial challenges of
the ministry. The plan was designed Charles Sims, Jr., President and CEO of the Sims Financial Group, Inc. and
Patrick L. Cole, Managing Director, who also serves as an Ordained Elder in his local church. Together they
have a combined 65+ years of financial services, multimedia marketing, and church leadership experience.
FOUR MAJOR COMPONENTS OF THE FAITH-BASED FINANCIAL LEGACY PLANTM
I. PERPETUAL LEGACY TITHING – Perpetually generate contributions to grow church financial reserves
and endowments for future ministry expansion. Great for use in new member orientation
DOES NOT AFFECT CURRENT GIVING AND IS AT NO ADDITIONAL COST TO THE CHURCH.
II. PRE-MARITAL FINANCIAL PLANNING – Financial planning for those considering marriage or engaged.
Topics cover stewardship and tithing, income protection, risk and debt management, wealth-building,
retirement planning, budgeting and many other planning concepts to alleviate financial stress.
III. FREE COLLEGE TUITION SCHOLARSHIP PROGRAM – SAGE Scholars Free Guaranteed College
Scholarships for church member loved ones as early as birth and up to age 17.
IV. THE SHEPHERD’S RETIREMENT LEGACY PLAN – Supplemental Retirement plan design to protect both
your natural and spiritual family whether you live to retire with confidence, die or become disabled; it
ensures an additional source of income for your family and the ministry.
Patrick L. Cole, CCPS
pcole@SimsFinancialGroup.com
Direct: 901-502-2650
The Sims Financial Group, Inc.
3200 West End., Suite 500
Nashville, TN 37203
Office: 615-783-1630
The Sims Financial Group, Inc.
855 Ridge Lake Blvd., Suite 303
Memphis, TN 38111
Office: 901-682-2410
This document is designed to provide general information on the subject covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or
recommend any tax plan or management. Please note that The Sims Financial Group, Inc., its affiliated companies, and their representatives do not give legal or tax advice.

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FAITH-BASED FINANCIAL LEGACY PLAN™

  • 1. THE FAITH-BASED FINANCIAL LEGACY PLAN™ “The Proactive Stewardship Approach to Church Membership Growth and Attrition” The Faith-Based Legacy PlanTM is a proactive stewardship approach to membership growth and attrition that consist of financial literacy strategies that enhance and support the vision of the church. It was created specifically to help empower pastors and church leaders to systematically handle the financial challenges of the ministry. The plan was designed Charles Sims, Jr., President and CEO of the Sims Financial Group, Inc. and Patrick L. Cole, Managing Director, who also serves as an Ordained Elder in his local church. Together they have a combined 65+ years of financial services, multimedia marketing, and church leadership experience. FOUR MAJOR COMPONENTS OF THE FAITH-BASED FINANCIAL LEGACY PLANTM I. PERPETUAL LEGACY TITHING – Perpetually generate contributions to grow church financial reserves and endowments for future ministry expansion. Great for use in new member orientation DOES NOT AFFECT CURRENT GIVING AND IS AT NO ADDITIONAL COST TO THE CHURCH. II. PRE-MARITAL FINANCIAL PLANNING – Financial planning for those considering marriage or engaged. Topics cover stewardship and tithing, income protection, risk and debt management, wealth-building, retirement planning, budgeting and many other planning concepts to alleviate financial stress. III. FREE COLLEGE TUITION SCHOLARSHIP PROGRAM – SAGE Scholars Free Guaranteed College Scholarships for church member loved ones as early as birth and up to age 17. IV. THE SHEPHERD’S RETIREMENT LEGACY PLAN – Supplemental Retirement plan design to protect both your natural and spiritual family whether you live to retire with confidence, die or become disabled; it ensures an additional source of income for your family and the ministry. Patrick L. Cole, CCPS pcole@SimsFinancialGroup.com Direct: 901-502-2650 The Sims Financial Group, Inc. 3200 West End., Suite 500 Nashville, TN 37203 Office: 615-783-1630 The Sims Financial Group, Inc. 855 Ridge Lake Blvd., Suite 303 Memphis, TN 38111 Office: 901-682-2410 This document is designed to provide general information on the subject covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or management. Please note that The Sims Financial Group, Inc., its affiliated companies, and their representatives do not give legal or tax advice.