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| Welcome to the Church Organizers Foundation (COF) - Fostering Financial Literacy for All! |
We empower churches and schools with strategic financial stewardship resources, adults with financial planning and investment services and youth of all ages with financial literacy through our FUTURE FINANCE SCHOLARS educational program. Join us in creating an informed and thriving community for a brighter future!
Comprehensive Estate & Financial Planning that meets churches, schools and people where they are and grows with them. We combine practical financial advice, estate strategy, and community-focused education to create dynamic, resilient plans for churches, schools, day cares, individuals, families, business owners, and under-served communities. Our goal is to translate complex financial concepts into clear choices and actionable steps so every client can pursue security, opportunity, and legacy with confidence.
Core Offerings
- Church and School Strategic and Financial Planning - Ministry Mapping, Governance and Staffing Configuration
- Professional Church Worker and Member Financial Estate Planning:
- Personalized Portfolio Management — goal-aligned portfolios managed with proven processes and disciplined market monitoring to enable active, strategic decision-making and consistent rebalancing.
- Retirement Planning — income modeling, Social Security and pension coordination, withdrawal strategies, and longevity planning.
- Insurance Planning — risk assessment and alignment of life, disability, long‑term care, and property insurance.
- Education Planning — college funding strategies, 529 and alternative vehicles, and guidance on scholarships and aid.
- Estate Planning — wills, trusts, beneficiary design, powers of attorney, and probate minimization.
- Business and Succession Planning — owner protection, buy‑sell agreements, tax‑efficient compensation, and exit strategies.
- Tax Planning — proactive, integrated tax strategies across investments, retirement, business, and estate transitions.
- Major Purchase Guidance — affordability analysis and financing strategy for homes, vehicles, and other large commitments.
- Wealth Management and Smart Investing — diversified, cost‑aware investment strategies built around risk tolerance, time horizon, and values.
- Financial Literacy and Community Education — workshops, multilingual materials, and age‑appropriate programs to raise financial capability across communities.
Our Approach
- Client‑First Discovery — we begin by listening to your values, goals, family dynamics, and constraints.
- Holistic Diagnosis — we identify gaps across cash flow, protection, taxes, and legacy to prioritize what matters most.
- Dynamic Plan Design — we create a living financial plan that adapts to life events, market changes, and evolving goals.
- Coordinated Implementation — we work with attorneys, accountants, and trustees to execute legal and financial documents seamlessly.
- Ongoing Stewardship — disciplined market monitoring and scheduled reviews ensure plans remain aligned and responsive.
About Us
Anne Lee - JD, BA (Series 65)
Martin Lee - D.Min., M.Div., BA (Series 24, 7, 65 and 65)
I kicked off my finance career in 1999 on Wall Street at UBS PaineWebber, where I worked as a stockbroker, financial advisor, and securities principal. Back then, we had a squawk box in every office where we listened intently to Art Cashin, director of floor operations. Wire trades were routed from the order room (or “wire room” or "cage") to the floor of the exchange for execution. Those were the good old days. So much has changed in the world of finance. I’ve got my Series 24, Series 7, Series 63, Series 65 securities licenses. After ranking 12th in my UBS PaineWebber class of 125 trainees and spending three successful years at this prestigious Wall Street wireouse, I was offered a wonderful opportunity to join Solomon Smith Barney. However, I decided to take a different path becoming a branch manager at LPL Financial and then launching my own registered investment advisory firm. In 2016, I decided to take my experience into a private family foundation with my wife, Anne, who’s a securities attorney. Together, we’re about providing investment advisory services to the public, along with financial literacy services for under-served communities, churches and youth of all ages. To ensure the highest level of security and service, today all private client assets are held at Charles Schwab. Let's make a positive impact together!
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