The Clergy Advantage 403(b) retirement plan is purposefully designed to preserve ministers’ housing allowance distributions for life even if they leave the ministry. It can provide tax savings in all three areas of taxation when set up and administrated properly. The right retirement plan with an experienced coach can be an indispensable tool for a minister’s financial future. Talk to a qualified financial advisor for details.

You can be a successful investor and still hold true to your values. Choose your investments from a wealth of funds that are consistent with your goals and values.

A proper retirement plan, like the Clergy advantage 403(b) is the minister’s foundation for financial investing. You can build on that foundation using customized strategies and tailored products to enhance your unique opportunities.

Many people mistakenly think that legacy planning is only for high net worth individuals. Our experienced financial advisors have decades of experience to help you reach your financial goals through your retirement years and transfer that wealth with your values to the next generation in the most tax efficient way.

Whether it’s key man insurance for your church, individual or group life insurance for the staff, we can help you find the right fit for your needs. Additionally, we’ll help you decide if a disability plan designed for ministers benefits is right for you or your group. Contact us for a free quote.

Transferring ministers into and out of an organization can be complicated. A good ministry succession plan with experienced financial professionals can help your church provide tax efficient compensation packages to a new minister or to one who’s leaving.