Retirement for Ministers

Retirement for ministers has a whole set of very distinct rules and possibilities. With the right plan and in the right hands, those rules are advantages. Combine tax planning with clergy specific financial strategies.  Learn about and use your amazing benefits to enhance your ministry and lifestyle. View Retirement for Ministers Video.

Your greatest financial instrument is financial professionals who really understand your unique tax and retirement opportunities.  Schedule a free personal discussion with qualified clergy specialists.

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

  • Free Consultations 
  • Clergy Specific Tax, Retirement & Housing Allowance Strategies 
  • Wealth Management & Legacy Planning
  • Individual & Group Disability for Ministers and Organizations
  • Life Insurance; Group and Individual including Key Man Insurance for Ministers & Churches
  • Lifetime Gifting Strategies