Your Future Financial Independence Starts Here
Plenty of people will do your taxes or suggest a retirement plan, but few of them understand the unique tax and retirement nuances - and advantages – of ministry professionals. For more than 40 years, Clergy Advantage® has helped ministers and church staff discover how to understand and maximize the benefits available to them.
Whether you're just starting out in ministry or preparing to retire, our skilled team can help you make the most of your unique benefits and keep housing allowance for life with the right planning.
Taxes don’t have to be taxing. Our team understands your unique tax issues and advantages. We work with thousands of pastors and organizations in all 50 states and 70 countries, providing expert tax and financial advice specifically for clergy. Choose from a variety of plans, services and packages to suit your needs.
retirement & investment services
Retirement planning is just plain different for ministers. It starts with keeping housing allowance for life, reducing State, Federal and Social Security taxes on contributions and then receiving tax free distributions, for life, via the clergy housing allowance exclusion. It can really be that simple and that good with the right retirement planning and a portable plan just for ministers. Whether you ever actually retire, separate service or continue in a new career or ministry, do it with tax-free money for life for greater financial independence.