FINANCIAL & RETIREMENT CONSULTING & COACHING FOR MINISTRY PROFESSIONALS
"Clergy Advantage has helped me use God's money in much better ways than I would have otherwise."Tim Harlow, Parkview Christian Church
Define your Retirement Program
Customize your retirement and investment program to reflect your personal convictions. Get expert advice and resources designed for minsters to truly understand and use your advantages. See the Incredible Tax Savings available in a clergy-specific plan using the first and only calculator designed for ministers.
If you've opted out of Social Security
Or are considering it, we can help you make a truly informed decision and plan financially for either choice. View "Social Security & the Minister" on our video page.
Or call (970) 667-5819 to learn more.
Complete Suite of Financial Services
Coordinate your tax benefits with financial planning designed for the unique needs of ministry professionals. Not only can we help you design your retirement plan to attain financial independence & expand ministry opportunities, we would love to discuss or show you clergy specific strategies and products that will enhance your Employee Benefits.
Life Event Planning for Adoption, Home Purchase, College and more
Leave a Legacy with Wealth Management & Estate Planning