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Exclusive Tax and Financial Services for Ministers

Our tax and financial specialists focus on identifying savings and applying tax and financial strategies unique to ministers. Use our free resources, tax service or let us help you tailor a plan that can help you make the most of your benefits. Contact us to learn more.

What clients say...

You don’t have to take our word for it. Learn from others’ experience and discover the value of trusted advisors who understand you and your benefits.

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Tax-Free Income for Life

A twenty minute investment can really pay off. Get the most from your housing allowance and retire with tax-free income for life…and learn what else is possible with your amazing tax benefits. Watch the free video here.

Who is Your Trusted Advisor?

Your tax benefits are unique and so are your investment opportunities.Ā  Working with experts who really understand your benefits can help you be more financially successful and independent.

the value of the right advisor
Play Video about the value of the right advisor

What clients say...

You don’t have to take our word for it. Learn from others’ experience and discover the value of trusted advisors who understand you and your benefits.

Tax-Free Income for Life

A twenty minute investment can really pay off. Learn what your amazing tax benefits can do. Get the most from your housing allowance and retire with tax-free income for life…and a whole lot more. Watch the free video here.

Play Video

Who is Your Trusted Advisor?

Your tax benefits are unique and so are your investment opportunities. Learn why working with experts who really understand your benefits can help you be more financially successful and independent.

the value of the right advisor
Play Video about the value of the right advisor

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