Pastors & Ministry Leaders

As a Pastor or Ministry Leader, you’re motivated, passionate and in service for God's glory and kingdom expansion.

We build financial strategies intended to help grow His kingdom while building your personal finances:

• Reducing or deferring Taxes
• Tax Strategies
• Planning for Business Transition
• Managing Your Company’s Retirement Plan & Benefits

Our comprehensive financial solutions are designed to fit your needs and those of your ministry. We will help prepare you for future growth while preparing you to transition into retirement.

Collaborating with our team, we’ll create a customized plan to fully optimize your assets and overall well-being.

If you’d like to implement a plan that will benefit both your present situation and or your nonprofit organization, contact us today to speak to an advisor who specializes in nonprofit business planning.