Retirement Advantage

As a minister, you have unique opportunities available in retirement planning. Clergy Advantage® has expertise that no other financial planning or retirement specialists can offer to churches and ministers. We can help you customize strategies available only to ministry professionals that will maximize those opportunities both now and in the future.

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The Clergy Advantage® 403b

The only way to ensure that you enjoy state, federal, and social security tax savings on contributions with tax-free distributions is to use a retirement plan designed specifically for clergy.  That’s why the Clergy Advantage® 403(b) is so powerful -  not only because of its flexibility and portability but also the clergy-specific coaching and advice available to help you develop individual strategies using your tax advantages.  Even if you move ministries or leave ministry altogether, this unique plan can secure your housing allowance and provide tax-free income for the rest of your life.

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Consulting and coaching

What’s the best savings and investment strategy for retirement? How can you use your housing allowance strategically? Our team will customize a retirement and investment program for your unique situation and specific goals. We offer complimentary financial consulting and coaching designed for ministers so you can understand and use your clergy advantages in a complete and integrated financial plan.

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Insurance

As a pastor, you know that life can be unpredictable. It’s important to preserve your resources, provide for your family, and protect your church, and we can help you find the most cost-effective tools and strategies for all three. From life insurance and disability to estate planning and “key-man” insurance, we can work with you to provide huge peace of mind without a huge price tag.

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