What We Do
For over 40 years, we’ve specialized in clergy tax and retirement. We’re known for our expertise in ministers’ unique tax benefits and specialized strategies with our Clergy Advantage 403(b) Retirement plan.
But what we really love doing is uncovering opportunities for ministers to be more successful in life and in ministry. Opportunities that they often don’t even know exist. When we help you be more successful, we’re successful.
Whether you’re just starting out, want to start a new ministry, are preparing to retire, or anything in between, the best clergy tax & retirement team in the country is ready to go to work for you.