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 and unique advantages with your financial investments. That’s not only for retirement planning but in your whole financial strategy.
Most financial advisors aren’t trained to give ministers tax-coordinated holistic financial advice, much less retirement strategies using ministers benefits. Our Financial Team includes Wharton School of Business certified Retirement and asset allocation specialists devoted to ministers.
We don’t have proprietary products that we must promote, so we can always recommend investments based on your best interests.
Our focus and philosophy is to help ministers achieve financial independence and to create better opportunities for their families and ministries.