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 your unique opportunities. That’s why our Financial Team, which includes Wharton School of Business certified Retirement and asset allocation specialists, is so excited to offer this special expertise to ministers.
Give us a call to experience the difference.