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
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Portfolio/investment review
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Retirement planning
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Tax-advantaged investments
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Qualified retirement plan analysis and recommendations
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403 (b) retirement plans for churches and ministers
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Wealth management/legacy planning strategies
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Insurance coverage review and needs analysis
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Estate planning strategies
Please contact us for your personal consultation.
