"Clergy Advantage has helped me use God's money in much better ways than I would have otherwise."Tim Harlow, Parkview Christian Church

Specialized Financial Coaching for Ministers

The most important element in your financial future is not stocks, bonds or mutual funds. It's financial and retirement planning with qualified professionals knowledgeable about ministers' unique tax opportunities.

Schedule a Complimentary Consultation

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.

Ministers Retirement Calculator

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.

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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 & Disability Insurance

Life Event Planning for Adoption, Home Purchase, College and more
Leave a Legacy with Wealth Management & Estate Planning

Learn More About Investing Successfully

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