Client Corner

Tax Services

Use SmartVault to send or retrieve documents. Click below to access login link and instructions for SmartVault.

Financial Services

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. If you want to send financial documents for a review, contact us for a secure link.Ā 

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

Learn What You Can Do

Group, Individual and Key Man

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Tax-Free Money for Ministers

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