The Clergy Planning Group understands the unique investment and retirement needs of today's ministry professionals and non-profit organizations. We provide specialized investment and retirement strategies through custom-tailored financial programs crafted especially for clergy.

 

Our comprehensive financial services include:

 

Bill Brandt
Lovelan
d, CO
Our Professionals
  • Biblically responsible investment planning      
  • Portfolio/investment review

  • Retirement planning

  • Tax-advantaged investments

  • Qualified retirement plan analysis and recommendations

  • 403 (b) retirement plans for churches and ministers

  • Wealth management/legacy planning strategies

  • Insurance coverage review and needs analysis

  • Estate planning strategies

     Please contact us for your personal consultation.                                                                                                                                                                                            

               
                                                                                                                       
The Clergy Planning Group and AXA Advisors do not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances