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Start here, invest six minutes and you’ll never think about retirement the same way again.
Sometimes it pays to hear from people who’ve been there.
retirement for Ministers is SO different
You have incredible retirement planning opportunities that regular employees do not. Unfortunately, those opportunities are often missed. Our clergy retirement specialists understand your benefits. Talk to advisors who can help you get on the road to financial independence with tax-free income for life and customized strategies designed for ministers. You might just be amazed at the difference.
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You need unique features in your retirement plan because your benefits are unique. The Clergy Advantage Retirement 403(b) has the features you need. But it also provides the right advice that you need.
All 403(b)’s reduce State, Federal and Social Security taxes on contributions and grow the money tax-free, but only a clergy specific 403(b) allows tax-free distributions as housing allowance for life.
And that’s just the beginning.
Discover the potential, when you have clergy tax and financial experts that really know you and your unique retirement advantages.
Churches don’t always get the best retirement advice. Here are quick facts you should know.
Todd Clark
“Clergy Advantage has been exactly what we needed… I only wish we had partnered with them sooner.”
Todd Clark
Slingshot Group
Melissa Sandel
“The Clergy Advantage 403(b) is as strong a retirement plan as can be found anywhere for ministers.”
Melissa Sandel
West Side Christian Church
Rick Warren
“I wouldn’t think about making any tax-related decisions without consulting Clergy Advantage.”
Rick Warren
Purpose Driven Life
Saddleback Church
Randy Frazee
“A pastor friend of mine recommended Clergy Advantage to me… and the results were amazing. You won’t be disappointed.”
Randy Frazee
Westside Family Church
Rick Rusaw
“No one in America understands minister’s tax and retirement issues better…”
Rick Rusaw
Spire Network
Tim Harlow
“Clergy Advantage has helped me use God’s money in much better ways than I would have otherwise.”
Tim Harlow
Parkview Christian Church
Kerrick Thomas
“My CPA told me, ‘You need to go with these guys, they know what they’re talking about.’”
Kerrick Thomas
The Journey Church, NYC
Mike Meeks
“I wish this kind information had been available to me when I was beginning my ministry. That’s why I’m so glad to be offering it to my entire team.”
Mike Meeks
EastLake Church
Nelson Searcy
“Not only will you know you’re handling everything right…you just might walk away saving a lot of money, too.”
Nelson Searcy
The Journey Church, NYC
Rick Rusaw 2
“If you serve outside of any denomination sponsored plan there isn’t a plan available to you that provides the benefits of the Clergy Advantage 403b–they simply don’t exist.”
Rick Rusaw
Spire Network
Happy Leman
“Ever had a tax related question you couldn’t answer?… I am absolutely thrilled… They’ve answered my questions within 48 hours and given me clear and concise answers.”
Happy Leman
Senior Pastor &
Vineyard USA Executive Team Member
Drew Sherman
“I believe in the team at Clergy Advantage and trust them with my financial future… Their services have definitely changed our financial trajectory.”
Drew Sherman
Compass Christian, TX
Kerrick Thomas 2
“Clergy Advantage… has been a great benefit in preparing for retirement.”
Kerrick Thomas
The Journey Church, NYC
Tim Buchanan
“They say what you don’t know can’t hurt you. Wrong! What I didn’t know about my financial situation hurt me a lot.”
Tim Buchanan
Spring Valley Chapel
Rick Rusaw 3
“I don’t know anyone who hasn’t saved money as a result of their work.”
Rick Rusaw
Spire Network