First, if you would like to get help or if you have questions, click here to go to our Contact Us page.
Faith-Based Planning was created by Roccy DeFrancesco and Blair Schadler to cater to the needs of church members (of all kinds) who want to make sure they have the best estate and financial plans, and who would like to incorporate charitable giving into their planning.
Author of:
Peace of Mind Planning: Losing Money is No Longer an Option©
Retiring Without Risk©
Bad Advisors: How to Identify Them; How to Avoid Them©
The Doctor’s Wealth Preservation Guide©
The Home Equity Acceleration Plan, H.E.A.P© (with accompanying software program)
The Home Equity Management Guidebook: How to Achieve Maximum Wealth with Maximum Security©
21st Century Advisor©
21st Century Attorney ©
Creator of the OnPointe Financial Literacy Course
Founder: OnPointe Investment Risk analysis software.
To contact Roccy directly, email roccy@faithbasedplanning.net or call 269-216-9978 (direct line).
Blair B. Schadlerblair@faithbasedplanning.net
(269) 449-4802
1994 – Western Michigan University
BA in Finance
2013 to Current – Financial Consulting/Schadler Financial
2011 to Current – Marketing and Recruiting Coordinator/Strategic Marketing Partners
1997 to 2011 – Operations Manager/Nations Title Agency of MI
1994 to 1997 – Financial Advisor, Prudential
2013 – Worshipful Master
2010 to current – Coloma Lodge #162
1994 to 2010 – St. Joseph Lodge #437
1994 – Raised
Michigan Masonic Charitable Foundation
Ambassador
2012 – Lewis Cass Society
Fellowcraft Society
Grand Master’s Society
Gold Craftsman Club
Michigan Masonic Charitable Foundation
Fellow Craft Society
2019 – Royal Arch Mason (Paw Paw#34)(currently Recorder) Exalted
2019 – Honorary Member of Supreme Council 33 degree
2016-current – Reunion Committee
2016-2018 – Sovereign Prince Cyrus Council Princes of Jerusalem
2010 to 2018 – Valley of Grand Rapids Board of Trustees
2006 – The Thespian Award
1994 – Scottish Rite 32° (Valley of Grand Rapids NMJ)
