Financial Planning

Successful Investing for Ministers

The most important element in your financial future is not stocks, bonds or mutual funds. It’s working with qualified professionals who can coordinate your tax plan with your financial investments. Not just in retirement but in your whole financial plan.

Retirement and financial planning are partners. They work together in synergistic ways for ministers. Most financial advisors just aren’t trained to give ministers tax-coordinated holistic financial advice.

As one of the largest asset management firms in the country, we can offer  just about any financial product or fund available. We don’t have proprietary products that we must promote, so we can always recommend investments based on your best interests.

Our Wharton School of Business certified retirement and asset allocation specialists focus and philosophy is to help you achieve financial independence and to use all of your incredible opportunities to create wealth for your family and ministry.

Financial consultations are free, but our clients tell us that it’s invaluable. Try us and see.

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