Client Corner

Tax Service

Access Secure Drawer to send or retrieve tax documents

Secure Drawer is the safe way to store, send and receive your personal information. Keep files for 3 years and access them anytime.

User Instructions for Secure Drawer

Find simple, detailed steps to manage your Secure Drawer, reset password, send/upload and retrieve files.

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Financial Service

Existing 403(b) Account Service

Click the button below for assistance from our financial team for your Clergy Advantage 403(b) Retirement Plan or investment accounts.

Access Your eMoney Client Portal

All your accounts, all the time in one place! Connect and access all financial, credit, and bank accounts under one roof with real time updates. Enjoy unlimited cloud document storage. For a demonstration or to get started, please reach out to us at

Tax, Financial, Consulting and A Lot More

Comprehensive Investment Strategies & Service

Financial Independence for Ministers

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Group, Individual and Key Man

Knowledge is Golden

Tax-Free Money for Ministers

Fill out the form to get a password to watch Tax-Free Money for Ministers.