Financial Services 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. That’s not just in retirement planning but in your whole financial plan.

Most financial advisors aren’t trained to give ministers tax-coordinated holistic financial advice, much less retirement strategies to maximize ministers benefits. Our  Financial Team includes Wharton School of Business certified Retirement and asset allocation specialists devoted to ministers.

As one of the largest asset management firms in the country, we offer almost 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 focus and philosophy is to help ministers achieve financial independence and to create better opportunities for their families and ministries.

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Tax-Free Money for Ministers

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