clergy advantage, your advantage to succeed blue logo

Retirement Advantage

As a minister, you have opportunities available in retirement and financial planning that secular employees do not. Clergy Advantage® has expertise that  very few others can offer to clergy.  Maximize your unique benefits, both now and in the future.

The Clergy Advantage® 403b

Preserve your housing allowance for life no matter where you go. Enjoy tax-free income for the next season with expert coaching and advice. Get the right kind of retirement plan for ministers and the right kind of specialized advice.

Consulting and Coaching

What’s the best savings and investment strategy for retirement? How can you use your housing allowance strategically for withdrawals, home purchases and more? What can ministers do with old retirement accounts that don’t qualify for tax-free withdrawals?  Discover the clergy advantage with complimentary financial consulting and coaching designed for ministers so you can understand and use your clergy opportunities.

Tax, Financial, Consulting and A Lot More

Comprehensive Investment Strategies & Service

Financial Independence for Ministers

Learn What You Can Do

Group, Individual and Key Man

Knowledge is Golden