The foundation of any financial plan is protection and one of the key ways to protect yourself and your family is with life insurance. This risk-management tool offers peace of mind, allowing you to provide financially for your loved ones despite your untimely or even planned passing. We offer comprehensive, tailored life insurance planning. Click here for more information about life insurance.

Sound investment strategies have the potential to increase your wealth and provide financial security, allowing you to focus on your family and ministry. We offer IRAs and ROTH IRAs as well as non-retirement investment accounts that take into consideration your unique goals, time horizon, risk tolerance, and investment preferences. Click here for more information about investing planning.

These plans have a tremendous benefit for pastors, the possibility of a triple tax advantage: tax deferral on contributions, tax deferral on growth, and the ability in retirement to take distributions as housing allowance, which are not subject to federal income and Social Security taxation. We specialize in the setting up and maintenance of such plans. 

Clergy taxes are complicated. Not only do ministers have a dual-tax status but also they are allowed to take a portion of their salary as a parsonage or rental allowance. We educate pastors about their taxes, provide expert advice on tax planning, and our sister company, Shepherd's Tax Service, can even file your taxes for you. 

At some point, either clergy will want or need to slow down or retire completely from ministry. When that day comes, we are here. We offer comprehensive retirement planning services that answer the big questions about slowing down or retiring such as: can I afford to retire, when can I do retire, and when should I claim Social Security? Click here for more information about funding a retirement and here for more information about Social Security.

Every person has an estate and needs careful estate planning. We help you build a comprehensive estate planning strategy to protect your legacy and ensure that the right assets pass to the right heirs at the right time with the least amount of taxes. Click here for more information about estate planning.