Financial Resources

You can build on the foundation of your Clergy Advantage retirement plan to enhance your future and reach your goals. Experience the benefits of expert guidance and investment tools designed for ministers.

Specialized Services for Ministers and Churches

Free Financial Consultations
Coordinated Financial Investing Using Ministers' Tax Advantages
Wealth Management & Legacy Planning
Biblically-responsible & Values-based Investment Options
Retirement Withdrawal Strategies for Ministers
Life & Disability Insurance that Incorporates Housing Allowance
Lifetime Gifting Strategies
Succession Plans for Churches & Ministries

Financial Resources

Specialized Services for Ministers and Churches

You have more control over your investment outcome than you think.