Financial Services:

Clergy Housing Allowance:

Integrate your Housing Allowance in a Tax Advantaged Plan

Clergy Advantage® offers expertise in clergy tax that transcends just preparing tax returns. Many of our clients have discovered the advantage of having their financial advisor and tax planner develop strategies for their situation utilizing their clergy tax benefits in more tax advantaged ways, especially in their retirement planning. We offer a complete suite of integrated services for today’s clergy that includes:

  • Specialized Retirement & Advanced Housing Allowance Strategies
  • Tax Managed Investment
  • Estate Planning
  • Life Insurance
  • Discounted Disability, Accident, and Critical Illness plans for Ministers
  • Overseas Travel Insurance
  • Health Insurance for Colorado Residents

The Clergy Advantage® Retirement Plan for ministers and church staffs

The Clergy Advantage® Retirement Plan gives the non-denominational pastor the same advantages as those with a denominational plan. Add the features in the blue boxes together and you’ll see that for most ministers this retirement plan far outweighs any other retirement options. These advantages can translate into thousands of dollars of savings, plus tax-free income during retirement via the clergy housing allowance! Where else can you find a plan to reduce State, Federal and Social Security tax now and during retirement?

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